Heffernana Crawford Partners, Practising Accountants Richmond Melbourne

Portfolio Management

Whether you are an individual investor or have a SMSF that invests in shares, you need to ensure you stay on top of your portfolio to maximise the returns available.

Heffernan Crawford use a state-of-the-art software package called Praemium, which enables us to access detailed portfolio management, day-to-day portfolio valuations, all corporate restructures and income distributions.

Take the hassle out of managing your portfolio and have our software linked to your trading account to capture and self-update all buys and sells you make. 

Talk to us to today about using our software to manage your investment portfolio.

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