CALL NOW: (02) 8036-1774
We look forward to your call.
Email me : info@portfolioconnect.com.au

About Us

Our Business

Our Company


 Business Summary

We specialise in providing proffessional share portfolio services for the Australian market. We offer an online portfolio system with accountant strength tax reporting updated daily for pricing, CGT calculations, income and expenses. 

We will connect with your broker and other product issuers to provide a ONE STOP consolidated report on all your shares, managed funds & other equity holdings.

Experience matters

The staff at Portfolio Connect have several years experience in working in Portfolio Administration for a number of Stock Broking firms, Accountants and Financial Planners. We know what needs to be done to ensure accurate reporting. 

We utilize a well known and trusted system called ‘Praemium’ used by many leading financial institutions in Australia. This system has been around for more than 10 years and used by Accountants, Stock Brokers, Financial Planners as well as SMSF Administrators.

Add our expertise to an industry accepted system & you get Portfolio Connect !


 

Work with us


    staff

 

Testimonials

“Makes my life easier - less paperwork! About time we found a service like this one.”

-Dave Johnson, customer

 

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