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Summit’s portfolio administration service allows you with the flexibility to tailor your investments to suit your financial needs.
What is a portfolio administration service?
Investing through a portfolio administration service or platform is a simple and effective way to select, manage and track your portfolio. Importantly, you maintain complete control over your investment portfolio at all times and with the help of your financial adviser all the administration work is done for you.
The Summit platform enables you to spread your portfolio over a variety of investments without being burdened by the administration of dealing with numerous fund managers and service providers.
Once you and your financial adviser determine your investment strategy and select suitable investments, the Summit platform manages all the paperwork of implementing your strategy and performs the ongoing management of your investments. The platform deals directly with fund managers and brokers, and provides comprehensive reports on the status of your portfolio.
Assets available through the Summit platform include, wholesale managed funds, ASX listed securities, fixed interest investments, traded life policies, term deposits and annuities.
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