We are pleased to provide a service which allows our clients an easy  access to their portfolio information.

If you are an existing client and you have a Portfolio Management account with us, please click on the button below to Log In.

More information about our on-line Portfolio Management Service

The Key Benefits:

• Your nominated brokers can send us contract notes and we will ensure that your portfolios are up to date.

• Keep on top of your investments – by accurately monitoring portfolio and stock performance – compare the performance of managed funds, listed equities and direct investments.

• Make Better investment decisions - with portfolios revalued every day, on-line Portfolio Management Service provides up to date information at your finger tips which should help improve decision making.

• As you would expect, security of data is paramount. The latest data security techniques are employed to protect client data. 

• All asset classes can be included; listed equities (shares, options and short sells), unlisted managed funds, private investments, syndicates, investment property and fixed interest investments.