Portfolio administration

When investing with Ords, we manage and streamline your administration, so you can spend more time on what matters to you.

Our Approach

Navigating your investments can often seem like a daunting task, but it doesn’t need to be. With Ord Minnett’s portfolio administration services, we offer you the tools to simplify your experience, freeing you from the administrative burden.

We offer three solutions, tailored to your needs, which have varying levels and styles of administration.

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Our core Administration Portfolios

Unified Managed Account (UMA)

Ideal for investors seeking a fully managed solution tailored to their unique needs and risk appetite.

Portfolio Administration and Reporting Service (PARS)

Perfect for active investors who want to make their own investment decisions with the support of robust reporting and access to our investment professionals whenever needed.

Online Administration and Reporting Service (OARS)

A cost-effective choice for investors who prefer a simple online platform for basic portfolio management.

Unified Managed Account (UMA)

Imagine having a single, expertly managed account that seamlessly blends your investments across different asset classes. With UMA, you get:

● Convenience: Consolidate your investments into one account for effortless tracking and management

● Diversification: Our experienced investment team allocates your assets strategically to balance risk and reward
● Transparency: Gain clear visibility into your portfolio’s performance with regular reporting
● Customisation: Tailor your account to your unique investment goals and risk tolerance

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Portfolio Administration and Reporting Service (PARS)

For the active investor who enjoys making their own investment decisions, PARS provides the tools and support you need to stay on top of your game. Enjoy:

● Streamlined administration: Eliminate the hassle of paperwork and manual record-keeping

● Detailed reporting: Gain in-depth insights into your portfolio’s performance with comprehensive reports
● Secure online access: Conveniently monitor your portfolio and holdings 24/7
● Expert guidance: Access valuable advice and support from our investment professionals whenever you need it

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LOGIC Portfolio Administration Service

LOGIC provides investors with the tools and support they need to comprehensively manage your portfolio. The service includes:

● Comprehensive recording system: LOGIC records transaction information, investment related income and expenses and manages investment related mail.

● In-depth reporting: Conveniently keep track of your report via provided quarterly reports and annual tax reports.
● Portal access: Clients can view their portfolio and run reports online through the Ord Minnett Client Portal.

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Online Administration and Reporting Service (OARS)

If you prefer a simple, cost-effective solution for managing your portfolio online, OARS is the perfect choice. Benefit from:

● Easy online access: View your portfolio holdings and transaction history anytime, anywhere

● Clear reporting: Get basic reports to track your portfolio’s performance
● Affordable fees: Enjoy a transparent fee structure that fits your budget

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Not sure which portfolio administration option is right for you?

Start a conversation with us today so you can invest with confidence and ease.

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Insights that count

Discover the best opportunities to outperform the market. Our research team dig deep into the market, company and stock data to bring you insights others might overlook.

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