Complete Asset Manager (“CAM”) is a live up-to-date, on-line investment portfolio reporting service that takes complete management of all aspects of client’s investments.
(Financial Planners, Stock Brokers and Accountants) who are attracted to the operating efficiencies and enhanced investment decision making capabilities they gain when using a dedicated, non-custodial platform investment administrator to manage their client’s assets.
(Financial Planners, Stock Brokers and Accountants) who are attracted to the operating efficiencies and enhanced investment decision making capabilities they gain when using a dedicated, non-custodial platform investment administrator to manage their client’s assets.
24 hours a day, 7 days a week online access;
Detailed income and expense reporting, including predictive income reporting capabilities;
Multiple access authority for Professional Advisors and clients;
Simplifies the tax and financial reporting of your investments;
Acting as the mail house for all investment transactions generated;
On-going telephone support to qualify any questions on your investment holdings.
PO Box 1255
Subiaco WA 6904
A: 10/100 Railway Rd, Subiaco, WA 6008
T: 08 9322 9222
E: mail@optimus.com.au
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