Wealth Integrated

Wealth Integrated Solutions for Financial Planners, Stock Brokers & Accountants

  • Provides online access for Financial Planners and the option for them to allow client access if they desire.
  • White labelling available, this system can also be integrated into your own site.
  • Efficient setup and management of accounts online.
  • Capital Gains Tax reporting and position reconstruction.
  • Performance and portfolio reports online.
  • Reporting based on close of trade yesterday
This product is coming Soon

 

To express your interest in this product please add your details and a FREE information pack will be arranged by one of our consultants. 

 

 
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