Time Saving, Efficient and Effective

The Echelon Portfolio features and benefits

The Echelon Portfolio Service offers a comprehensive administration and reporting service across asset classes such as equities, options, managed funds, term deposits and international equities.

Key features

  • Online portfolio reporting 24 x 7
  • Printed end of year tax reporting
  • Online corporate actions administration
  • Dividend management
  • Mail management, C/- mailing address for all registry correspondence
  • Integrated Trading Solution available
  • Branded or whitelabel solutions
  • Consolidated account view – includes margin lending, ETO’s, cash balances
  • House-holding of fees / reports across multiple client accounts
  • Dedicated client support team
  • Integrated cash hub
  • Online reporting available to clients
  • Supports asset classes such as options, managed funds, term deposits and international equities

Benefits of Echelon Portfolio management service

  • No more paper - Relieve clients of share registry correspondence
  • Consolidated reporting
  • Tax reports reduce accountant fees
  • Outsourcing risk in corporate actions processing
  • Online access to a wide range of portfolio reports
  • Proven administration expertise
  • Client retains complete control and ownership of investments

Echelon Portfolio is designed to relieve the burden of administering your investment portfolio, enabling you to devote more time to the things important to you.

The difference, unlike other portfolio offerings, is that Echelon Portfolio is a service and not just software. We have a team of portfolio administrators dedicated to managing the needs of your investments based on the instructions of your Investment Adviser. What this means to you is regardless of whether it is corporate action, dividend reconciliation or application for an Initial Public Offering we do the work on your behalf. You and your Investment Adviser need only tell us what you need done. It’s that easy!

Combine this with the personalised attention of your professional Investment Adviser and their disciplined approach to investing, and you will benefit from Australia’s Premier portfolio administration and tax reporting system. You have the complete portfolio life cycle integrated and accessible via your own unique username and password.

Designed to remove the burden of record keeping, maintenance, and administration, it can also save you money when it comes to your end of year tax reporting requirements.

Who can use Echelon?

Echelon is available to clients via their adviser. For more information on how Echelon Portfolio can help you grow your wealth, contact your Investment adviser today.

Portfolio access when you want

Imagine accessing your portfolio, with all the information at your fingertips, from wherever you are and whenever you want via the internet. Twenty-four hours a day, seven days a week.

Using your own secure username and password, you can access net realised and unrealised profits and losses, portfolio valuations, transactions income, capital gains, dividends, open and closed options positions, even which stocks are growing and what yield is being realised.