|FOR IMMEDIATE RELEASE
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VillageMall Web Portfolio enables Advisors and their Clients to collaborate online.
Brisbane, Australia,- November 2009 - VillageMall®, the premier provider of Web-based applications provider, today launched its Web-Portfolio. This initiative provides the next generation of online investment and ordering applications to Brokers, Advisors and their clients. Our online Web Portfolio administration service, eliminates the need to wait for a statement to check client valuations, or sort through the shoebox of dividend and corporate action notifications. By keeping all the information about a clients investments on one online system, the client, advisor and brokers is able to review and analyse a portfolio at any time. VillageMall has introduced an affordable Portfolio management system for brokers, their advisors and clients.
Each Web Portfolio 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. Integrated digital signatures allows online client sign-off to
Established in May 1999, VillageMall supports Australian personal and professional investors with the release of VillageMall Web-Portal.
The best decisions cannot be made without accurate and up-to-date information. Keeping track of an investment portfolio is crucial to allow the right decisions about investments to be made and to manage the associated tax position. Specifically designed with this in mind, our online Web Portfolio administration service provides a daily accurate and comprehensive summary reporting on the investment portfolio.
Web Portfolio, provides your clients a fully integrated, next generation automated Portfolio and tax reporting system, which cuts the hours spent by investors collating their contract notes, dividend statements and other security related documentation received throughout the year. Provide your clients a complete view of all their investments.
Villagemall's unique Automation RobotTM
works tirelessly after hours, performing all the portfolio tasks, including
an extensive set of quality assurance tests, to ensure that each morning
there is a fully audited up-to-date daily position.
Web-Portfolio opens up this ‘next generation’ of capabilities to all Australian brokers, advisors and their clients.
More information here.
is a pioneer,
in developing secure
applications for small