Complete Super Solutions – Portfolio Administration

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The CSS Portfolio Service is designed to provide accountancy standard data, reconciled daily, for SMSF trustees and investment clients.

Portfolio reporting retrieved via the cloud based, web portal
Multiple reports available
Permission based access
Customised access and report structures
White Labelling available

This service includes:

Portfolio reconciliation errors managed daily
Data feed management
Execution of corporate actions (Xplan) on an agreed frequency
Management of wholesale managed fund data
Property

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