POWERED BY MOMENTUM MEDIA
Paritech signs up InCapital
Paritech has signed Independent Capital Advisers (InCapital) to its TotalView wealth management platform.
TotalView was built to accommodate the needs of self managed super fund (SMSF) structures with regards to client investing and administration activities, according to Paritech chief executive Rick Klink.
Klink said TotalView provides three levels of operation: trade and execution reconciliation reporting; portfolio administration for individually managed accounts and separately managed accounts, as well as a full SMSF service.
InCapital managing director John Mlikota said TotalView provided a white label, open architecture platform, with integrated share trade execution and reporting at client and adviser level.
The platform also provides a full administration service for various financial products, including cash, property and managed funds, he said.
AUTHOR
Recommended for you
Australia’s second largest super fund has added thermal coal companies to its list of investment exclusions.
The fund has expanded its corporate superannuation solutions to partner with Australian businesses of all sizes.
The chief executive of Aware Super anticipates a significant shift in how ESG factors will influence portfolio values in the next six years, surpassing the changes witnessed in the past two decades.
In a recent statement, shadow assistant minister for home ownership and Liberal senator for NSW, Andrew Bragg, accused ‘big super’ of fabricating data attributed to the Reserve Bank of Australia to push their agenda.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
Spire Oaktree Opportunities XI First Close USD
66.99 3 y p.a(%)
2
Hills International
62.62 3 y p.a(%)
3
DomaCom 4/27 Crombie Avenue Bundall QLD 4217 Australia
32.95 3 y p.a(%)
4
Acadian Global Equity Long Short Class A
32.82 3 y p.a(%)
5
CFS FC Acadian Global Equity Long Short
32.44 3 y p.a(%)
Add new comment