WealthPortal, SMA, IMA, Wealth Creation UMA

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WealthPortal provides you with a personalised library containing all related PDS's, applications, forms, user guides and various marketing materials.

If you create your own specific reports, they will also be stored in the WealthPortal Knowledge Library.

WealthPortal UMA and WealthPortal OneStep SMSF officially launch from 31 August 2010. If you would like a demo of the WealthPortal UMA including the OneStep SMSF then please call us on 1300 379 762 or send us an email. 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.