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

Our Services

 Business Services

 Business Administration

We contract directly to businesses and currently are a mix of Financial Planners, Accountants and boutique Investment Firms. 

Our experience covers a mix of IT, Finance & Accounting skills mainly relating to portfolio administration. We also have skills in creating Microsoft Access database administration systems for you to enhance your data quality, speed and reliability in data processing / checking. 

We may also be able to help with running your clients portfolios 
(subject to our service providers limitations). 

Give us a call for more information and to discuss your needs.

back





 




 

Outsourced Admin

    DIY

 

Testimonials

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

-Dave Johnson, customer

 

Twitter Links