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  • If you need to make portfolio changes can you implement the bulk of these changes across all client portfolios in 2 or 3 days without the need for an SoA or RoA or the need to complete any administrative paperwork?
  • Do you have the tools and the time to monitor your client’s portfolios daily or even weekly?
  • Are your client’s investment portfolios being professionally managed at all times? We are referring to the entire portfolio not just the underlying fund managers.
  • Can you ensure that your client will not be out of the investment market while you make changes to their investment portfolio?
  • Do you have the tools to track risk factors such as sector, size, regional and credit quality biases and more specific risk factors such as style biases, earnings sensitivity, currency risks and commodities exposure?
  • Do you use investment managers that actively manage the portfolio to reduce portfolio turnover and improve tax outcomes including the preservation of franking credits?
  • Do you manage your client’s listed investments at an individual tax parcel level to reduce their potential CGT liabilities?
  • Do you track your client’s growth investments at a stock or security level?
  • Do you have the capacity to nett out transactions across all of your client’s accounts to significantly reduce transaction trading costs?
  • Do you have the tools to conduct stress testing scenarios on your client’s portfolios?