Online Accounts
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Cachewise Online Accounts
Cachewise has an in-house Asset Administration Platform. This platform can accommodate all assets in an Investment Portfolio or a Self Managed Superannuation Fund not just shares and Managed Funds.
Our platform enables clients (including SMSF clients) to set up their accounts, gain on-line access to their portfolio at any time, supports client integrated transactions while enabling electronic download of data into SMSF Accounting and Tax software packages. The Cachewise Asset Administration Platform is updated daily and allows clients and Advisors to view their overall asset position at any point in time.
All Cachewise clients are set-up with a Macquarie Cash Management Bank Account