Centric Wealth

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Client Investment Administration

Encircle - Administration Platform

Sound portfolio administration is a key component of excellent investment management. Once established, the ongoing management of a diversified, dynamic investment portfolio can be a complex administrative burden throughout the year. It can also make your end of financial year obligations a time consuming chore.

By using the encircle Portfolio Service, your day-to-day involvement in the administration of your portfolio is eliminated - you can feel comfortable that things are being taken care of in a professional and timely manner and, you keep control of the underlying investment selection. After all, the focus should be on the quality of the investment strategy rather than the paperwork.

If you would like to discuss or find out more about Centric Wealth's Portfolio Administration please contact one of our Advisers or email info@centricwealth.com.au


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Encircle - Administration Platform
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