You unique login will allow you to access a range of services such as:

You current Portfolio Valuation: Remember if you have recently placed funds or had a portfolio review their may be transactions in progress. You can track transactions in the Cash Account. By clicking on each investment you can see all transactions.

Recent Portfolio Management Report: At each Review, as well as sending you the Report, we also publish on you login page.

Annual Tax Report: As soon as we have received the last taxation summary from your investments and we have audited your tax file we publish it on your client login. Its digital format means it is easy to attached to an email and send to your account if required. If all your investments are with SFP we provide you with all the data required to to fill in you tax return and even tell you which boxes.

Scanned Portfolio Paper Administration: (in progress). The Christchurch Earthquake has taken us further into the digital age. We are preparing our systems to post digital copies of all transactional paperwork to a file on your login.

Goal Monitoring: In 2010 our sister company OMNIMax Software Solutions Ltd released a very powerful Goal Financial Planning tool. Once you have completed a Goal Plan you can monitor your progress

• Available Resources to meet Goals.
• Goal setting.
• Goal Tracking
• Income & Expenses Analysis
• Insurance Needs -too much or too little
  

If you are a client of Strategic and do not have a login email us and we will email your login details to you.

Click here for Client Login