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
Grow your business, with less admin
View, transact and manage your clients’ portfolios efficiently, and for a flat fee.