WealthPortal, SMA, IMA, Wealth Creation UMA

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Listed Securities, Wholesale Managed Funds, Separately Managed Account (SMA) mandates and even bank backed Cash and Fixed Interest products are able to be transacted (bought and sold) securely through the WealthPortal UMA via a single order pad.

Would you like to buy and sell shares, managed funds and SMA mandates all in one place?

If you are looking to service your SMSF clients' diverse investment requirements, or looking for greater coordination of your client's total wealth, you need look no further than the WealthPortal UMA. Most clients total investment needs, including both super and non-super, cannot be met by offering only limited investment choices such as managed funds and listed securities with a the diagram below illustrating what typically constitutes an SMSF Fund.

ATO Breakdown of Assets Held by SMSFs

The WealthPortal UMA can deal effectively with traditional investments individually, or in bulk, including:

ASX-listed securities,
Wholesale managed funds
Limited Fixed interest securities

The real value of the UMA is in what else it offers.

1. You can trade SMA mandates individually or in bulk.

2. You will soon be able to manage your clients money across 28 different banks with the click of a mouse button

3. Importantly you can also record and report on alternative and more complex instruments including:

Residential Property
Investment property
Collectibles
Warrants and stapled securities

By extending your value proposition to your clients to include the transaction, management and reporting of all assets and liabilities, the flow on effects to you include:

Increasing the reach of your value proposition to include wealth accumulators,
maintaing control over assets which have previously been too hard, or unable to managed through other platforms,
Improving client satisfaction and retention levels and
Improving the efficiency of your back office.

Transacting via the WealthPortal UMA promises better quality, more complete information.

Having all your clients' assets and liabilities, whether they be traditional, alternative or complex in one place enables you to work more effectively with your clients to manage their investment outcomes.

The new WealthPortal UMA product will be available to invest through from 31 August 2010. If you would like a demo of the WealthPortal UMA including the SMA then please call us on 1300 379 762 or send us an email at Enquiries. We look forward to hearing from you.

WealthPortal, the POWER to do more....

Disclaimer
The advice on this page is general financial product advice only that has been prepared without taking into account client objectives, their financial situation or needs. Before acting upon this advice, you and/or your client should consider its appropriateness to their objectives, financial situation and needs. You should also read the accompanying disclosure statements.

Hear from some of our specialist SMA Managers

Click here to go straight to the tutorials section providing you insight into using WealthPortal.