The system is able to manage and report on a complete cross section of client portfolios.

These range from kiwisaver contributions only, right through to diversified  portfolios  of managed funds.

One Path is our preferred, but certainly not exclusive managed fund provider, in this space.

Auckland City Brokers Ltd also has a licence to offer the Private Portfolio Service to investors. This Master Trust administered by One Path, offers an extensive range of funds and  Fund Managers,  and provides quality, diversification and an easy investment solution for our clients.

Two  Portfolio examples are available below