Paritech signs InCapital to TotalView platform

platforms/SMSFs/self-managed-super-fund/chief-executive/

7 June 2011
| By Chris Kennedy |

Paritech has announced that it has signed Independent Capital Advisers (InCapital) to its TotalView wealth management platform.

InCapital managing director John Mlikota said TotalView provided a white label, open architecture platform, with integrated share trade execution and reporting at client and adviser level.

The platform also provides a full administration service for various financial products including, cash, property and managed funds, he said.

Paritech chief executive Rick Klink said TotalView allows an adviser’s clients to log on privately and view their portfolios online, as well as updating their information and accessing source documents, including contract notes.

TotalView was built to accommodate the needs of self-managed super fund structures with regards to client investing and administration activities, he said.

Homepage

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

6 days 1 hour ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 1 day ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

2 weeks 5 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo