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AUSIEX Portfolio Reporting Service now available

Simplify performance and tax reporting and elevate your clients’ investment strategy with our comprehensive Portfolio Reporting Service.

Our all-in-one service includes portfolio set up, seamless data feed integration, and intuitive user access, designed to enhance your business's operational efficiency so you can spend less time on administrative tasks and more time looking after your clients.

This service has been built on the strength of our existing Portfolio Administration Services team, which currently administers over $14bn in assets for some of Australia’s largest Wrap platforms.

Key features include:

  • Tax Reports
  • Capital Gains Tax Optimisation
  • Online Tax and Performance Reporting
  • Quality Assurance Checks
  • Holdings and Transaction Summaries
  • Cash and Holdings Reconciliation
  • Corporate Action Monitoring
  • Training and more

Experience the benefits of a streamlined, efficient portfolio reporting service designed to support your business and client needs.

Visit our dedicated Portfolio Reporting Service information page.

Learn more

If you have any questions or would like a demo, contact your Business Development Manager, or our Portfolio Service team on 1800 252 351 between 8:30am and 5:30pm (Sydney time) Monday to Friday, or email us at portfoliosupport@ausiex.com.au.

Published: Wednesday 19 June 2024