Fund Management Centre

Access your portfolio on the move, anytime and anywhere!

The Fund Management Centre app allows a secure, fast and convenient way to view, buy and sell funds when it suits you. The app is designed to offer everything you would expect, and possibly more. If it is a need to invest more capital, sell some holdings or view documents it's all here with the investor at the forefront.

Dashboard
High level detail showing current worth and last transactions.

Portfolio
Detailed list of funds and transactions.

Buy and Sell Funds
Ability to buy and sell across a range of fund manager products.

Documents
View and upload documentation such as contract notes and proof of identity.