Echelon Portfolio is a disciplined approach to portfolio management designed to fulfil the needs of advisers and their clients by providing an all-encompassing portfolio administration and tax reporting service.

Truly integrated with the back office platform of advisers, Echelon gives advisers the power to service their client’s needs by streamlining the reporting of activity on their client's portfolio, including entry and exit of assets, dividend reconciliation and one of the most powerful planning and reporting tools available in Australia.

Offering an online corporate action administration tool, advisers can elect on all ASX securities across all their clients as a default, or select individual treatment depending on individual clients’ needs and wants. All this ensures automated corporate action management and accurate client positions.

The complexity of tax reporting is simplified with Echelon’s tax reporting service. Including full tax lot management and online portfolio and tax reporting systems, the service enables Advisers and Brokers to be more effective in managing their clients’ portfolios.

Echelon is also recognised for its ability to provide an end-to-end Self Managed Superannuation Fund (SMSF) product which not only managers and reports on a clients' DIY super portfolio, but also provides the trust deeds, business activity, and administration required in today’s regulatory world.

Integrated management leaves you with more personal time
Combining the personalised attention of your professional Investment Adviser along with up-to-date reporting, processing of corporate actions correspondence and dividend reconciliation means you have more time for the important things in your life.

Better information leads to better results
Accessing key reports when you want allows you and your Investment Adviser the ability to make more informed investment decisions.

Managing your investments so you don't miss opportunities
Giving your adviser priority notice of rights issues, takeover offers and other capital movements, you and your Investment Adviser will have the time to decide on how you will act.

Investments remain in your name
With the exception of Wholesale Managed Funds, your assets remain in your name.

Seeing the total picture is key to the right investment strategy
Park all your investments in one place. Echelon administers one of Australia's best asset menus including:

• ASX Listed Securities;
• International Equities;
• Fixed Interest Securities;
• Exchange Traded Options; and
• Retail and Wholesale Managed Funds.

Annual optimised tax reports can save you money
Save time at the accountants with Echelon Portfolio's optimised tax reporting service.

Self Managed Superannuation Solution
Echelon provides an end-to-end DIY super offering for advisers to offer their clients.