Portfolio service

Portfolio service

Wealthtrac portfolio service

The Wealthtrac portfolio service offers a variety of investment options, including a direct shares services that enables advisers to build a solid financial structure to help their clients achieve financial goals.

Investors and advisers can choose from a range of investment options from Australia's leading ASX listed companies and fund managers to tailor an investment strategy that best suits individual circumstances and requirements. They can also provide consolidated reporting with up-to-date information about investments and transactions.

Wealthtrac provides regular communication and easy access to information through an online service that enables clients and advisers to view account balances, investment details and general information.

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