We provide access to full portfolio reporting and support materials through our website. Advisers that use our separately managed accounts can receive this material for free. Advisers that are not currently using our managed accounts can receive access on a trial basis for one month.
Our consulting clients also receive customised investment research and investment committee meetings, and a dedicated area for files relating to their customised portfolios.
Trial Login
Free
Your first 30 days are Free.
Sign up for a trial login to gain full access to portfolio documentation, detailed portfolio reports, portfolio changes and other documentation.
- Portfolio holdings
- Detailed performance reports
- Portfolio changes
- Investment strategy presentations
- Advice text and supporting material
- Investment committee meetings
- Client meetings
- Customised portfolios
- Bespoke investment research
SMA Adviser
Free
Advisers that use our separately managed accounts gain full access to our support materials, including standard text for advice documents, portfolio holdings, portfolio reports and details of portfolio changes as they are made. Our team will contact you to verify the platforms and adviser ids that you use.
- Portfolio holdings
- Detailed performance reports
- Portfolio changes
- Investment strategy presentations
- Advice text and supporting material
- Investment committee meetings
- Client meetings
- Customised portfolios
- Bespoke investment research
Consulting Client
Free
Consulting clients of Aequitas gain full access to our standard portfolio reports, sample advice text, portfolio details and portfolio changes, in addition to investment committee meetings and customised investment research.
For those clients who partner with us to build a branded or customised managed account offering we also provide access to a private downloads area containing the portfolio details and branded reports for that offering.
Contact the Aequitas team to add new adviser or change your details.
- Portfolio holdings
- Detailed performance reports
- Portfolio changes
- Investment strategy presentations
- Advice text and supporting material
- Investment committee meetings
- Client meetings
- Customised portfolios
- Bespoke investment research