WEALTHPORTAL

WealthPortal has been created to help manage two of the more difficult aspects of wealth management -

• Managing a diversified portfolio of client assets, or clients with complex Tax structures through WealthPortal's Unified Managed Account (UMA)
• Establishment and ongoing management of Self Managed Superannuation Funds (SMSF's) through WalthPortal's OneStep SMSF

Due to our integrated approach of what has been previously been disjointed service offerings, WealthPortal solutions are typically offered at much lower costs than traditional platforms.

Through WealthPortal UMA, you are able to access some of the best SMA managers in the country. Managers who have a proven record of outperforming their peers and who have a willingness to manage your investments in a managed account structure.

Some of these managers include:

- Above the Index (ATI)
- Ausbil Dexia
- Dalton Nicol Reid
- JB Were
- Lonsec
- Proactive Portfolios
- Ralton Asset Management
- SG Hiscock & Company

In conjunction with OneVue, FPWS' managed account service is able to deliver a fully integrated administration, reporting and transaction service for managed accounts. Through this service you can not only gain the benefits that SMAs can provide (eg. Tax control, direct asset holding, asset transparency etc.) but the ability to integrate them with your other asset holdings and liability positions, delivers you enhanced portfolio construction and management options.

WealthPortal, the POWER to do more.......