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Q:

Question from a member to all other members about investment platforms

I’m having to move off my current investment platform and would appreciate advice/recommendations from members “Which cloud based investment platform do they suggest I look at?”

I need to record ALL my investments on one system (including bonds; hybrids; REITs as well as shares) for tax purposes (CGT and imputation); current market pricing and dividend dates , etc.

All suggestions welcome.

1 Answer

Have a look at Reckon Accounts.