Client Portfolio & Reporting

Client portfolio and reporting

Our Client Portfolio and Reporting platform is your ultimate tool for managing and reporting on your client’s investments and long-term risk products.

What our Client Portfolio and Reporting platform can do for you:

Automated data feeds

Your investment portfolio is updated daily with feeds from investment product providers.
We are in the process of adding long-term risk data feeds to our platform.

Asset allocation

We receive the asset allocation for registered unit trusts and collective investments from market-leading data providers.
View your client's consolidated asset allocation.

Industry data and fund fact sheets

We receive daily exchange rate and index data from market-leading data providers.
Retrieve the latest official fund fact sheets directly from market-leading data providers.
We receive fund-specific data e.g. historical returns.

Fee management

Our fee management solution allows you to raise fees and to record actual fees received.
Make use of our integration with Commspace to import commission received and to view commission statements.

Client portfolio report

Create state of the art branded client reports for single clients or groups that include the following features:

Managed and non-managed products
Multi-currencies
Money-weighted internal rate of return (IRR)
Asset allocation

Manage all client investments with ease

With our third-party integrations, you'll benefit from enhanced functionality, improved automation, and a seamless experience that empowers you to provide the best financial services possible. Experience the power of integration with Elite Wealth.

Let us help you guide you clients towards financial success.

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Client and practice management

Client portfolio and reporting

Financial planning

Business intelligence

Third-party integrations

PAIA Manual

Information officer

Email

Telephone

Berinda Buitendach

support@elitewealth.biz

0861 222 378