encircle Portfolio Service
Sound portfolio administration is a key component of excellent investment management.
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.
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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.