Administration
Dedicated investment administration services in Australia
As a business or individual it is important to stay on top of your investment portfolios. That is where Financial Shoebox
steps in. You can come to us in complete confidence, as we provide dedicated investment administration services to clients throughout Australia.
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We will ensure your portfolios are always up to date, with only the exceptions needing management. You can read more about administration services below.
Security information and more
We will use our Praemium V-Wrap technology. This automatically updates security information, pricing and corporate actions for:
- Australian exchange listed securities
- Australian unlisted managed funds
- Australian bonds and fixed interest securities
- Global exchange listed securities (optional extra)
Transactions
Even cash movements can be automatically reconciled against income and capital transactions.
For most transactions there is no need to report purchases, sales or dividends. These simply appear automatically from automated data interfaces with a large number of providers, including:
- Stockbrokers
- Cash account and term deposit providers
- Investment platforms
- Fixed-interest intermediaries