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PAS

Portfolio Administration Solutions

Scale Your Advice and Wealth Management Business with our Next-Generation Portfolio Management Solution

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Our platform is engineered specifically for the complex requirements of Wealth Managers and Advice Professionals. We provide transparency to advisers and clients, support direct ownership and aggregation of assets. 

FEATURES AND BENEFITS


Portfolio Administration Service (PAS)

Optimise operations

Time spent on manual administration, corporate actions, and complex tax reporting is time lost on client-facing activities. Our Portfolio Administration Service (PAS) is a powerful engine designed to reduce your administrative load, ensuring your data is clean, accurate, and instantly accessible.

  • Consolidate holdings from multiple custodians, platforms, and asset classes (listed, unlisted, alternative) into a Single Source of Truth.
  • Automatically track, manage, and process complex corporate actions, dividend payments, and distributions, removing the risk of error and manual processing time.
  • Generate detailed Capital Gains Tax (CGT) reports, income schedules, and end-of-year summaries for clients and accountants. Simplify tax time for everyone.
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