Paritech has signed Independent Capital Advisers (InCapital) to its TotalView wealth management platform.
TotalView was built to accommodate the needs of self managed super fund (SMSF) structures with regards to client investing and administration activities, according to Paritech chief executive Rick Klink.
Klink said TotalView provides three levels of operation: trade and execution reconciliation reporting; portfolio administration for individually managed accounts and separately managed accounts, as well as a full SMSF service.
InCapital managing director John Mlikota said TotalView provided a white label, open architecture platform, with integrated share trade execution and reporting at client and adviser level.
The platform also provides a full administration service for various financial products, including cash, property and managed funds, he said.
The research house has offered a silver lining after super fund returns saw the end of a five-month streak last month.
A survey of almost 6,000 fund members has identified weakening retirement confidence, particularly among those under 55 years of age, signalling an opportunity for super funds to better engage with members on their retirement journey.
The funds have confirmed the signing of a successor fund transfer deed, moving closer to creating a new $29 billion entity.
A number of measures, including super on Paid Parental Leave, funding to recover unpaid super, and frameworks to encourage investment in the energy transition, have been welcomed by the superannuation industry.
Add new comment