REAL-TIME INVESTMENT TRACKING
REAL-TIME INVESTMENT TRACKING
REAL-TIME INVESTMENT TRACKING
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A Proprietary Portfolio Tracking & Reporting Software Built By Professional Engineering Team Working Closely With Investment Experts
24/7 Online Access To Individual Portfolios
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BRG clients have access to our Online Portfolio Reporting system PLUTO. By logging on and viewing their portfolio in real time, clients can then contact BRG financial advisors to discuss investments if necessary. Most clients find this to be a convenient and less time-consuming option that provides the same benefits as a face-to-face meeting. Investors can also view individual investments, cash account balances, asset allocation details as well as download any investment statements uploaded to the system.
Online Client Document Storage Facility
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PLUTO also has an online document storage facility which is available via a client login. Documents stored in the system include contract notes, holding statements, corporate action information, dividend & income statements and cash account statements. These can be extracted individually or in bulk and can be tailored to specific date ranges if required.
Online Reporting
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PLUTO benefits both financial advisors and investors in terms of portfolio progress tracking from a variety of reports ranging from:
- CGT information
- Taxation information
- Income summaries
- Cash account summaries
- Holding reports
- Valuation reports
- Transaction reports
- Performance reports
All reports are created using the newest daily pricing data and tax calculations so that advisors are able to make more informed and timely investment decisions and recommendations.
Direct Communication With Financial Advisers
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A BRG Financial Advisor is your primary contact when it comes to managing your assets. You can contact them or any of our staff to discuss your investments or answer your financial questions.
BRG developed PLUTO in order to give our clients the ability to see exactly where their assets have been invested and how their investments have been performing to achieve their desired return with the lowest possible risks. We believe transparency is key to building successful client/adviser relationships!
To discover more and experience our proprietary application PLUTO, do not hesitate to contact us!
