Investment Administration
Continued from About Us...
Aegis is New Zealand's largest web based investment administration service that allows us to carry out clients' instructions for trading securities and investments, including wholesale and retail managed funds, NZ and overseas shares, fixed interest, wholesale cash, property portfolios and more. Aegis currently administers in excess of $4.5 billion of clients' funds.
The benefits of Aegis to Broadbase clients are many and varied:
Corporate strength
Aegis Ltd is a member of ASB Group Investments, which in turn is part of the Commonwealth Bank of Australia Group.
Purchasing power
Broadbase is able to pool clients' funds, providing many options otherwise not available to investors, and to buy into wholesale managed investments at prices that represent considerable savings for clients.
Instant information
The touch of a button provides immediate and total portfolio overview: from the current funds position and performance to all tax reporting matters and even other investments held by the client.
An end to the paper war
Provides instant, timely and fully consolidated reports.
Fee transparency
In keeping with Broadbase's policy regarding fees, all fees are discussed prior to the client making any commitment to invest.
More value from your Broadbase advisor
By providing secure and reliable funds management, Aegis helps our advisors do what they do best: fully apply their market skills and acumen to the development of your portfolio.