Accountants
In conjunction with you, we can offer your clients professional investment management services.
The accounting profession has been pretty much excluded from main stream financial services, but not any more!
- Overview |
- Tax |
- Quality |
- Revenue |
- Control |
- Fee Sharing |
- Less Paper |
- Partners |
- Fast
Partnering With You
We understand the need to work with you when managing your client's investment portfolio. Subject to the approval of your client, you can have internet access to their portfolio 24 hours a day, enabling you to see the current position of the portfolio and activity levels. We are also available to discuss client investment issues with you at any time. Moreover, through our preferred custodian's client portfolio reports, various inputs for tax reporting are calculated, threfore making your job easier.
As we don't offer accounting (nor financial planning) services you're our partner. We rely on you to recommend our investment services as part of a holistic financial plan for your clients. As a partner, we will supply you opinions on your client's equity portfolio (via our Statement of Advice and equities investment program).
We understand the need to work with you when managing your client's investment portfolio. Subject to the approval of your client, you can have internet access to their portfolio 24 hours a day, enabling you to see the current position of the portfolio and activity levels. We are also available to discuss client investment issues with you at any time. Moreover, through our preferred custodian's client portfolio reports, various inputs for tax reporting are calculated, threfore making your job easier.
As we don't offer accounting (nor financial planning) services you're our partner. We rely on you to recommend our investment services as part of a holistic financial plan for your clients. As a partner, we will supply you opinions on your client's equity portfolio (via our Statement of Advice and equities investment program).
