Broker Investment Portfolio
Web Portfolio delivers a scalable solution to your clients,
their advisors; to manage and provide online portfolio reporting. Your clients have 24x7
internet access to their portfolio. Inbuilt access controls allow you to
customise what the clients can access, providing you will total control.
Web Portfolio caters for tax,
valuation and performance reporting of all investment types (equities, managed
funds, real property, fixed interest, Exchange Traded Options etc.). Includes
real-time online access to your clients CMT account, plus access to their
trading account, providing a total Investment position.
Includes full compliance tracking of
investment strategy against total portfolio position, based upon latest
available close of day price feeds. A single page report identifies any non
compliance issues enabling timely correcting actions.
- your own "white-label" portfolio service
- Much.. much.. more than simply combining
trading with a bank account.!
- Complete on-line platform for trading,
advisors, and clients.
- No percentage based fees, just annual fixed
- Offer Managed Discretionary Account services
- Contact VillageMall today about how you can
offer a best practice solution at a truly unbeatable price using VillageMall's
unique Web Portfolio platform.
Individual Managed Accounts (IMA)
For brokers with appropriate AFSL, offer a managed investment service. Due to
our low platform fees, IMA's which traditionally were only available to SMSF's
with ~$5 to $10M of funds under investment, can now be offered for as little as
$500,000. IMA's unlike managed funds have full transparency, and no ownership
issues; something most investors have realised, the hard way, is very important
in the current climate. All members have on-line access to their IMA portfolio
White Label Service
Provide your clients a "white label"
Web Superfund service, via our Dedicated Host, On-site or Villagemall Node
Service*. This is not a "display your your icon" type service, but a fully integrated solution within your own internet domain.
the Australian Portfolio solution for Professional Broking
||VillageMall is a private
Australian company, which develops Enterprise on-demand solutions.
VillageMall has no financial afflictions or equity investments from any
financial organisation or group. You are dealing directly with the people
who own, develop and support these services.
To learn more about the how we can
|Notes: 1. Via Lite->Client or Lite->Advisor
service, contact VillageMall for full details
* This service requires a minimum of 1000 Web Portfolio Licence.