Portfolio Services

Coming soon: A new Portfolio Service

Available in 2017

CommSec Adviser Services and Colonial First State have come together to create a new way to administer your clients’ portfolios.

This innovative solution will provide a cost-effective portfolio administration service to help advisers efficiently manage custodial and directly held assets together, in one place.


  • For more information call your BDM or CommSec Adviser Services between 8.30am to 6.00pm
    Monday to Friday
  • Contact Us

    contact

    email us

    Contact Us

    phone

    1800 252 351

DashboardLive

Features & Benefits

Efficiency

Efficiency

Consolidated performance and tax reports covering custodial and directly held assets.
Control

Control

Equities and cash held in client name. Perfect for SMSFs.
Visibility

Visibility

View key information at your fingertips with an intuitive adviser dashboard.
Flexibility

Flexibility

Choose to absorb the cost, or pass on to clients, depending on your business model.
Service

Service

Enjoy superior support from our expert team every step of the way.

About the new Portfolio Service

Leveraging the strength of the CBA group, we’re developing a brand new Portfolio Service – an investment portal providing access to listed equities, cash, managed funds, term deposits and a new suite of managed accounts.

The best of both worlds

Access the best products and capabilities from two of the leading names in investment solutions all in the one portal.

Rich platform functionality for directly held assets

Overcome the challenges of managing assets off platform with streamlined administration and reporting functionality.

  • Enhanced client and business reports
  • Online corporate actions
  • Datafeeds

Grow your business, with less admin

View, transact and manage your clients’ portfolios efficiently, and for a flat fee.

Colonial First State Custom Solutions, the registered business name of Avanteos Investments Limited ABN 20 096 259 979 AFSL 245531 (AIL), will be providing the administration and reporting services and operate the investor directed portfolio service that will be available under the proposed solution. AIL operates as a subsidiary of CBA.