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Investment summaries for each asset held
Smart share parcel selection
Consolidated portfolio reporting for multiple entity types
Secure 2FA
Mobile app available
For Investors
For Accountants
For Financial Advisors
Our packages are calculated with reference to the number of investments held within your portfolio.
Our packages are calculated with reference to the number of investments held within your portfolio.
$1,650 inc GST
1-10 Investment holdings
For investors with a smaller number of investment holdings that still require performance and tax reporting for the portfolio.
$2,200 inc GST
11-20 Investment holdings
For investors with a less concentrated blend of investments.
$2,750 inc GST
21-30 Investment holdings
For investors who are well diversified and hold a larger blend of investments.
By quote
31 Investments
For investors that hold both traditional assets and alternatives like cryptocurrencies
$1,650 inc GST
1-10 Investment holdings
For investors with a smaller number of investment holdings that still require performance and tax reporting for the portfolio.
$2,200 inc GST
11-20 Investment holdings
For investors with a less concentrated blend of investments.
$2,750 inc GST
21-30 Investment holdings
For investors who are well diversified and hold a larger blend of investments.
By quote
31+ Investments
For investors that hold both traditional assets and alternatives like cryptocurrencies.
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