Portfolio Administration

CompleteAssetManager (“CAM”) is a live up-to-date, on-line investment portfolio reporting service that takes complete management of all aspects of client’s investments.

Based on Praemium software and their V-Wrap portfolio management service, CAM is specifically set up for the clients of Professional Advisors - Financial Planners, Stock Brokers and Accountants - who are attracted to the operating efficiencies and enhanced investment decision making capabilities they gain when using a dedicated, non-custodial platform investment administrator to manage their client’s assets.

We provide Professional Advisors and their clients with the following key benefits:

• 24 hours a day, 7 days a week on-line access;
• Detailed income and expense reporting, including predictive income reporting capabilities;
• Multiple access authority for Professional Advisors and clients;
• Simplifies the tax and financial reporting of your investments;
• Acting as the mail house for all investment transactions generated;
• On-going telephone support to qualify any questions on your investment holdings.

CAM is ideally suited to manage the assets of DIY / self-managed superannuation funds ("SMSF's").
Praemium provide the software, we provide the solution!

• CompleteAssetManager