Portfolio Admin & Reporting
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Portfolio Admin & Reporting
As a client of ‘BBY Investing’, you have access to our SmartPortfolio service, which is BBY’s portfolio administration and reporting tool.
SmartPortfolio uses leading edge technology to track your portfolio and administrate your investments online. That is, 24/7.
SmartPortfolio is available in two versions. One is an “all bells and whistles” version that permits
- System automation and integration if HIN sponsored and CMA linked
- Multiple asset class portfolio tracking
- Comprehensive reporting including in-built compliance and tax features for SMSFs, including an individual members breakdown for SMSF
- Dual access for SMSF and Web Portfolio (non Super)
- Easy conversion from existing SMSFs to BBY SmartPortolio
Our lower cost version, smartPortfolio (LITE) still allows you to view your portfolio online with no need to set up a tax compliant system.