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| Portfolio Adminstration |
The StoneBridge Portfolio Administration Service (PAS) is an online performance, valuation and taxation reporting system that wraps around a clients investment portfolio. Through PAS, we offer you a comprehensive range of reports that allow you to monitor your investments.
Consolidated reporting
Combined reporting on all StoneBridge equities transactions (normal, margin, short and options), plus managed funds and any other external assets a client may have.
| Proactive CGT management
This enables clients to manage their Capital Gains Tax (CGT) affairs throughout the year and tax planning can be actioned prior to June 30 with ease.
| Easy access to information
Being an online service, clients can access their portfolio details from wherever they are.
| Reduced administration
Clients can significantly reduce their workload and that of their accountants, so they can focus on decision making rather than administration.
| Make better investment decisions
Portfolios are revalued everyday and PAS provides an environment where a client, their accountant and investment advisors can have up to date information at their finger tips.
| Superior reporting
PAS transcends traditional wrap and master trust platforms with superior tax and investment reporting features and management functionality. |
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