If you are feeling overwhelmed by your investment portfolio then you need Financial Shoebox. Specialising in efficient portfolio management, we can help you keep track of all your investments in one place.
Servicing clients Australia wide, we have expertise in the administration of Australian managed funds and listed securities. We can also manage international shares, offering multicurrency support. This support covers daily foreign exchange rates, portfolio cash accounts and even personal assets, such as property, unlisted share holdings and art.
We are proud to offer Praemium V-Wrap technology, the industry standard in portfolio administration. This allows you to easily record, monitor and report on all your investments in a single location. With $50bn in assets administered, V-Wrap
provides the ultimate in security for your data. It is heavily relied upon by thousands of self-managed superannuation funds, family offices, investment trusts, individual investors and accounting and wealth management firms.