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.
Centric Wealth has engaged Avanteos to provide its clients with leading edge administration services and technology. Together Centric Wealth and Avanteos combined their skills and experience to bring to you the encircle Portfolio Service. We chose this administration platform because it satisfies our due diligence process by being in the top sector of administrative platforms and because we have used our own buying power to secure a cost effective pricing structure for you.
Using an administration platform consolidates all transactions, all income, all cashflows in and out into one system, one set of reports and a simple end of year tax process.
Using advanced technology, the encircle Portfolio Services automates many cumbersome and time-consuming tasks, eliminating a lot of the labour involved in administering an investment portfolio.
In terms of paperwork, rather than the many and varied statement and reports you would receive if you held all these investments separately outside an administration service, you will receive consolidated and easy-to-read portfolio reports at regular intervals plus a detailed annual tax report to aid in completing your tax return. In between, you and your adviser both have secure online access, 24 hours a day, seven days a week, to the full details of your portfolio and a wide range of printable online reports.
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.
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Read more about Client Investment Administration
Encircle - Our Administration Platform
Our Wealth Advisers