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Modelling and Rebalancing
System
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Web Portfolio-
has an optional set of portfolio manufacturing capabilities to
allow portfolio advisors or operators to perform portfolio adjustments 'at the click of a
button', across multiple Web Portfolio's. Portfolio management applications that generally take many hours
(if not days) of complex, time-consuming effort can now be performed
automatically allowing for your pre-defined rules, preferences and
constraints. By streamlining the
portfolio manufacturing process via online interfaces to external Investment
manager models, and allowing automated rebalancing procedures to
be performed 'at the click of a button',
Web Portfolio can save you
considerable time, effort and cost in performing portfolio reviews.
Web Portfolio delivers a scalable solution for advisory
firms 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 may 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, margin loan
accounts etc.). Includes
real-time online access to your clients CMT account, allowing you to provide a
total Investment position on a daily basis.
Web Portfolio
overcomes the traditional high labour, difficult and manual processes often
associated with mass tailored portfolio management and therefore brings offers
new thinking in the next generation of custom-tailored portfolio management.
Web Portfolio is a complete web-based
application to support the manufacturing of portfolio products and services.
Ask about our enterprise, multi-account,
portfolio manufacturing service.
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Includes full compliance tracking of
codified Statement Of Advice, against current portfolio position, using current end of day price feeds. A single page report identifies any non
compliance issues enabling timely correcting actions.
- Supports on-line interface to model
portfolio (mandate) providers.
- Apply model portfolio's across multiple Web
Portfolio's
- Direct-to-market ASX ordering system
interface
- Bulking of orders across multi-portfolios,
while still retaining 'direct' client ownership.
- Online interfaces to major third party ASX
clearers for settlement and custody services
- Provide full transparency to your clients,
with online, portfolio valuations, realised and unrealised capital gains and
much more..
- Integrated investment strategy (from your
SOA), and compliance tracking/reporting
- Support for all investment types, property,
managed funds, direct shares, ETO's, margin loans and fixed interest.
- Protect existing client, partner
relationships; VillageMal is a Enterprise Software supplier, not a provider
of financial services
- Optional commissioning report, based upon
daily portfolio holdings with separate cash component.
White Label Service
Provide your clients a "white label"
Web Portfolio service, via our Dedicated Host, On-site or Villagemall Node
Service*.
Web
Portfolio
the Australian Portfolio solution for Professional Advisors..
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VillageMall is a private
Australian company, which develops next generation 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
assist you:
| Notes:
* This service requires a minimum of
1000 Web Web Portfolio Licences. |
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