1300 614 002
Advisor Plus Pty Ltd
Level 29 Chifley Tower
2 Chifley Square
Sydney, NSW 2000
Portfolio Reporting
Advisor Plus portfolio reporting means your clients can fully integrate with any number of leading SMSF administration platforms.
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Cash transactions
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Cash balances
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Fixed interest transactions
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Equity transactions
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Holding balances
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Warrants
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Managed funds
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Account administration
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Date range reports
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Realised and unrealised profit reports
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Dividend payments settled/unsettled
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Dividend franking credits
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Exchange traded options
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Advisor Plus portfolio services are built upon powerful, fully scalable portfolio administration technology with sophisticated dynamic modelling and a choice of all major instrument types and asset classes.
