B&V Portfolio Management System

The best decisions cannot be made without accurate and up-to-date information. Keeping track of your investment portfolio is crucial for both you and your Adviser to make the right decisions about your investments and to manage your tax position.

Specifically designed with this in mind, B&V Portfolio Management is a sophisticated online portfolio administration service that provides accurate and comprehensive reporting on your portfolio.

The B&V Portfolio Management System eliminates the need for you to wait for a statement to check your valuation, or compile dividend and corporate action notifications. By keeping all the information about your portfolio on one online system, you and your Adviser are able to review and analyse your portfolio at any time.

The B&V Portfolio Management System caters for all types of portfolios and their tax reporting requirements, including individuals, joints, partnerships, company, trust, superannuation and self managed super fund structures. It also records any type of security ranging from direct equities, options, fixed interest, managed funds and even direct property investments.