Portfolio Management

Portfolio Reporting

Greenwich Equities’ Complete Portfolio Management System

 

Provides accurate holding and performance details, comprehensive tax reporting facilities and reduces the accounting costs for our clients. The service allows clients to monitor the performance of individual investments as well as the total portfolio, taking into account realised and unrealised gains and losses, income, distributions and franking costs.

Available Reports

Subscribing to the system

 

Will not only potentially reduce the client’s tax liability, but greatly reduce the accounting costs associated with their portfolios as much of the work traditionally done by an accountant is provided by the system. Should the client choose to do so, a secure login can be provided to their accountant to remotely access their portfolio holdings, income and transactions, enabling completion of tax returns from the Greenwich Portfolio Management System rather than having to refer to the traditional contract notes and bank statements. This service is available free of charge to Greenwich Equities Portfolio Management Clients.