CompleteAssetManager (“CAM”) is a live up-to-date, on-line investment portfolio reporting service that takes complete management of all aspects of client’s investments.
Based on Praemium software and their V-Wrap portfolio management service, CAM is specifically set up for the clients of Professional Advisors – Financial Planners, Stock Brokers and Accountants – who are attracted to the operating efficiencies and enhanced investment decision making capabilities they gain when using a dedicated, non-custodial platform investment administrator to manage their client’s assets.
We provide Professional Advisors and their clients with the following key benefits:
- 24 hours a day, 7 days a week on-line access;
- Detailed income and expense reporting, including predictive income reporting capabilities;
- Multiple access authority for Professional Advisors and clients;
- Simplifies the tax and financial reporting of your investments;
- Acting as the mail house for all investment transactions generated;
- On-going telephone support to qualify any questions on your investment holdings.
CAM is ideally suited to manage the assets of DIY / self-managed superannuation funds (“SMSF’s”).
Praemium provide the software, we provide the solution!
How to get started
Contact Mark Keene, Director of CAM, who will be happy to outline the process of how to get started with CAM and run through our fee structure with you.