How it works

The Integrated difference.

Our fully customisable investment platform offers real integration between CRM, Investment Platforms and SMSF programs, a complete view of wealth management positions and allows you to scale rapidly to focus on your individual client’s needs to name a few.

Portfolio Review Tools

With a range of customisable portfolio tools to choose from, we help to take the hard work out of portfolio analysis.

Investment Strategies

  • Run model portfolios at bulk or bespoke level (with or without discretion)
  • Bulk rebalancing function
  • Compare current portfolios against proposed portfolios
  • Portfolio yield and cashflow analysis (pre and post expenses)
  • Portfolio heatmaps to view concentration risk

Alerts

  • Daily deviation reporting
  • Portfolio concentration reporting
  • Bespoke model drift tolerance reporting

Bespoke Reporting

  • Create your own Asset Class Taxonomy at universal or entity level
  • Override projected yield (CPS) or franking (%) assumptions
  • Utilise Morningstar company profiles or create your own to support investment decisions at universal or entity level

Portfolio Details

  • Multi-period portfolio performance versus benchmarks (pre and post expenses)
  • Active return analysis by asset allocation, GICS, security selection
  • Group entities by household for a ‘whole of client’ view
  • View upcoming Fixed Interest maturities