Key features - portfolio service

Key features - portfolio service

A comprehensive range of investment choice

The Wealthtrac portfolio service offers access to a carefully selected range of investment options including:

  • more than 300 managed funds
  • all full paid ASX listed securities
  • term deposits
  • cash.

Direct shares service

An online share trading facility is available for advisers on the Wealthtrac platform. It offers real time trading and web-based corporate action management.

Advisers will be able to use this new service to place instructions to buy and sell shares directly in the market, take up any corporate actions that may affect their clients’ holdings, view clients’ share holdings and peruse live ASX data.

Advisers can place orders at any time the ASX is open and receive electronic confirmation of their transaction.

Dollar cost averaging

Wealthtrac allows investors to ‘dollar cost average’ - an investment method that takes advantage of changes in market price over long periods of time. The investment of a set amount of money is made on a regular basis, taking the guess work out of when to invest.

Automatic rebalancing

To ensure investments remain aligned with selected investment options, the Wealthtrac offers an automatic rebalancing facility. If selected, this facility ensures that investments are reviewed at established intervals and where assets in an investment option differ from the initial allocation selected for that particular option, the facility will

  • sell investments that are over the selected allocation
  • buy investments that are under the selected allocation.

Investor online access

Upon joining Wealthtrac, investors will be issued with an investor code and password to enable them to conveniently view their portfolio service account online. Investors will be able to securely access online web pages and reports, providing them with up-to-date information relating to their account balances and investment details.

Competitive pricing

The Wealthtrac portfolio service investors benefit from efficiencies achieved through advanced technologies and a wide range of investment choices at a competitive fee structure and delivering high value at a minimum cost.

Our Client Services team

All portfolio service account enquiries can be directed to Wealthtrac Client Services – a team of individuals who are dedicated to consistently delivering high quality service standards.

Advisers: 1800 893 091
Customers: 1800 893 097
Fax: 1800 097 234