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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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