Track portfolios for client & partner,
joint, superfund, company and trust
Automatic calculation of distribution reinvestments
for managed funds
Receive Morningstar, ASX and Wrap/Master
Trust data feeds
Customisable reports
Adjust entry fees and brokerage
Integrated with Word Writer and Model Plan
VisiPlan’s Portfolio
Manager is a powerful and comprehensive portfolio
management tool. With Portfolio Manager you can:
Add transactions
View investment holdings
Report on the client’s income
Report on the status of the investments
Design portfolios for the client’s
approval.
Portfolio Manager also tracks the investments
of the related entities, such as companies, trusts
and DIY superannuation funds. Reports can be run
for individual entities or on a consolidation
basis.
Portfolio
Manager can access historical ASX share prices
and managed funds unit prices electronically and
then automatically updates the client portfolios.
