Investment Managers available for consolidated
reporting within The Wealth Focus
Investment Service

 

Please find below a list of current investment providers we are able to track within the WF enhanced reporting service. We continue to add new providers each month as we continue to test our reporting service with other investment managers and stockbrokers.

Should you wish to consolidate all your reporting through one source, please register and complete our broker nomination form here.

Investment Manager
Report data
Adelaide Bank
Updated daily
Andrew West Broking
Updated daily
APA
Updated daily
Asgard (AdviserNET)
Available, but not updated daily (BETA)
AUSIEX
Updated daily
Austock
Updated daily
Avanteos
Updated daily
AXA (Summit Master Trust)
Updated daily
Blackrock
Available, but not updated daily (BETA)
BT Financial Group
Updated daily
Challenger Synergy
Updated daily
Citi
Available, but not updated daily (BETA)
Colonial First State / First Choice
Updated daily
CommSec
Updated daily
Credit Suisse Asset Management
Updated daily
DDH Graham
Updated daily
Fiducian
Updated daily
ING Portfolio One
Updated daily
ING One Answer
Updated daily
InvestmentLink
Updated daily
IOOF
Updated daily
LM Investment Management
Updated daily
Lonsdale Securities
Updated daily
Macquarie CMT
Updated daily/ (BETA testing)
Macquarie Wrap and ADF Super Fund
Available, not updated daily (BETA)
MLC
Available, but not updated daily (BETA)
Morgan Stanley
Updated daily
Navigator
Updated daily
Netwealth
Updated daily
Next Financial
Updated daily (BETA)
Oasis
Updated daily
Patriot
Available, but not updated daily (BETA)
Plan B
Updated daily
Platinum Asset Management
Available, but not updated daily (BETA)
Skandia
Updated daily
Tolhurst Noall
Updated daily
TRUST Managed Accounts
Updated daily (BETA)