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Our Solutions
Small, medium to largeOur Solutions
Our solutions allow small to medium businesses to compete with larger corporations.
The company's founders developed the initial core solutions to create business efficiencies and to maximise the retention of client spend within our user's businesses. Our solutions allow small to medium businesses to compete with larger corporations within the Finance Industry, and provide an Independent alternative to commercially owned wraps and platforms services. Our company is devoted to seeking fairer outcomes for all and our solutions are based on this commitment. The solutions we have developed have been tried and tested over 15 years for Minerva and 6 years for PLUTO.
Our clients generate greater returns through the use of our cost-effective, complete portfolio administration system. Investments can be held on a non-custodial basis directly via Chess sponsorship, ensuring complete transparency for investors. Integration with our model portfolio building software allows access to rebalance calculators and bulk processing of direct share trades. A wide range of financial information, along with double entry accounting ensures the highest level of efficiency and accuracy for end of year tax planning and preparation of annual returns.