
Take your Client SMSF investment management to a new level
Ongoing changes in legislation and compliance require trustees to be ever vigilant and can impact even the most professional adviser. With all the changes within compliance, the ability to effectively manage investments in a dynamic fashion can be hampered.
With mifunds you will never lose sight of exactly how the funds are performing over the various asset classes invested in. Based on the intuitiveness of our ICAMS technology, mifunds offers the same level of client engagement as WealthMAP™ but with an expand investment option range.
Our sophisticated data processing capabilities has allowed us to deliver technology which is cutting edge and unmatched in today's competitive market. Daily updates of all Managed Funds and ASX data are included, with regular reporting to your clients using their investor tolerance thresholds. Monitoring and reporting on all investments in a SMSF is a simple function within Mifunds.
- Designed for the trustees of a SMSF to have an instant snapshot of their fund performance,
- provide up to date and instant portfolio values per members
- Track inflows and out flows of funds
- Individually track contributions
- Create individual or joint retirement goal objectives
- Over 14,000 investment performance included
- Daily up dates of unit pricing, ASX
Stay informed at all times on the your clients individual performance of their SMSF and create an impact on their end result.