iPortfolio

iPortfolio is a fully administered, online service that provides advisers and their clients with a complete solution for all their reporting needs.

Starting with its core an administration and tax reporting service available from as little as $396 per annul (incl. GST), iPortfolio allows advisers to select additional services including corporate actions and mail house support, as well as a payments function, made under a limited power of attorney.

Regardless of which services are selected, advisers and their clients will be provided with secure 24/7 access to our iPortfolio website.