Investment is not something you can do once and then forget about. Successful investment relies on regular reviews of your clients’ portfolios.
Finding time to do this is not always easy. This is where Australian Executor Trustees (AET) can help.
AET has designed the Your Clique web site to give you access to your clients’ portfolio information.
Your Clique aims to keep you fully informed about the performance and continued suitability of your clients’ investments. As a registered user, you can:
- View your clients’ accounts
- Produce and print client statements and reports on demand
- Update client address details
- Initiate instructions on your clients' account directly to AET
- Model proposed asset transactions against a portfolio
- View the latest rates
- Download client data to Microsoft Excel
- Access a complying pension and allocated pension calculators to calculate pension quotes
Register for Your Clique
If you are a client click here to register for Your Clique.
If you are an adviser click here to register for Your Clique.
Log in to Your Clique
If you have already registered, click here to log in to Your Clique.
Your Clique user guiders
Your Clique Fact Sheet
User Guide - Initial Public Offering (IPO) application procedure
User Guide - trading procedure