BGL Portfolio Services transcends traditional wrap and master trust platforms with superior tax and investment reporting features and management functionality. The flexible real time access developed using Praemiums V-Wrap online portfolio administration service allows advisers and clients to log-on and view portfolio details at any time for SMSF portfolios.
Depending upon the service you provide and the type of securities held by your clients, BGL Portfolio Services can help you achieve a medium to high level of automation.Transactions for listed securities can be updated direct from your executing broker and corporate actions are added automatically, as are dividend distributions.
All listed securities are revalued daily. Links to cash facilities either direct or via BankLink automatically update the cash book function in BGL Portfolio Services to reconcile trading activity.
With direct data feeds both to and from Simple Fund, Simple Invest and Simple Ledger the BGL Client Services Portfolio Service makes it easier to set up and keep your portfolios up to date and ensure after-tax returns on your client's shares are maximised.
BGL Portfolio Services delivers a unique blend of flat fee service, full corporate action and CGT processing, with online delivery. With all support handled by BGL.
To find out more about this product and to trial it on-line visit the BGL Portfolio Service information page.
