CompleteAssetManager (“CAM”) is a Praemium based outsourced portfolio administration service provided by CompleteAssetManager Pty Ltd.
CAM principally services the business requirements of Professional Advisors – Accountants, Financial Planners and Stock Brokers – providing them with the following key benefits:
- Seamless integration with Advisor’s existing services;
- An outsourced solution that can be branded as an Advisor’s own service offering, including; tailored terms of business, client marketing material, and on-line access via a tailored branded web page;
- A mechanism to collect and reimburse Investment Advisory Fees, particularly when calculated on Funds Under Management (“FUM”);
- Provides operating efficiencies in financial & tax reporting,
Services are designed to compliment an Advisor’s service offering whilst, at the same time, providing efficiencies in financial and tax reporting, particularly for self-managed superannuation funds (“SMSF’s”).
For further information, please contact Shane Thompson, our Director.