Investment Register

Provides up-to-date Fund Portfolio view with  free integrated Price, and dividend Feeds
Above shots shows outstanding dividends, requiring  processing.

Security Operations

Track All Security related activities

On-click to enter Share dividends from integrated dividend feed

Securely Store transaction document

Members

Member ATO Contribution Limit check

Document Investment Strategy

Assign Asset allocation and tolerances.

Track Investment Compliance

End Of Year Tax Return Wizard