Portfolios
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Portfolios

While you can view portfolios in a manner that you are used to, ie., we believe that to truly engage with your clients that your portfolios should be linked back to your client goals.

For this reason we have provided a different method for your viewing your clients' investment and superannuation funds via a linkage to one or more of their individual goals.

 

 

Goals Based Portfolios

Link your client's investments and superannuation to their goals.

Review Reports

Enhance the conversations you are having with your clients as you can review the progress of each portfolio towards the goal target.

Automate Workflows

Automate workflows when your client's goals have achieved the preset targets.