ShareInvest allows for the management of direct equity and managed fund portfolios on a discretionary basis without the need for you to receive personal advice before every change.
A withdrawal by one investor does not trigger a tax event for other investors. During the rebalancing process tax parcels are optimised to take advantage of the capital gains tax discount rule.
Streamline your client service. ShareInvest provides a one-page audited tax summary and access to consolidated reporting via the website for you and your clients – saving you time in answering investor queries.
Are you looking for an investment platform that not only provides administration and reporting services but one that also provides actively managed direct equity and managed fund models?