Managing an investment portfolio today is a full-time job, and the ever‑increasing complexities of the taxation system make accurate record keeping essential.
Our Portfolio Management Service (PMS) gives you and your clients a comprehensive administration, reporting and record-keeping facility that takes the headache out of managing investments.
Though our convenient online portal – AET My Portfolio – you have access to information and a comprehensive range of portfolio reports on your clients’ investments.
PMS is particularly suited to clients who have diverse investments because it provides consolidated reporting on all assets. It’s also ideal for SMSF trustees, private unit trusts, family trusts and individuals. PMS gives you the best of both worlds; you retain a direct relationship with your clients and you benefit from our administrative help – as we handle all the portfolio record keeping.