Enhanced Portfolio Management with integration into Financial Planning and SMSF software
With a secure dedicated web portal delivered as part of the Service, clients and advisers can log on anytime, anywhere.
The comprehensive reporting suite offered by managedaccounts.com.au is highly regarded in the market with a highly flexible way of viewing reports, and easily downloaded into excel or pdf.
With an Audit Statement attached to the annual Tax Statement, the relationship between financial planner and accountant can take on a new level.
Being agnostic with external vendors, managedaccounts.com.au data feeds into a range of Financial Planning and SMSF software.