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Capital Gains and Tax Rates
Portfolio Administrator has the most comprehensive inbuilt CGT module you will find. Every aspect of Britain’s most
complex tax on any number of transactions is handled.
Bulk Dealing and Paperwork
Moving client funds across a large number of portfolios and holdings and the resulting paperwork is fully handled in Updata Portfolio Administrator. The system is
designed to ensure your firm meets all the requirements under FSA Conduct of Business (COB) Section 7.
Custody and Reconciliation of client assets
Safe custody and reconciliation of client assets for which your firm is accountable, including those not physically
held, is now a requirement at least every 25 days under FSA COB Section 9. Updata Portfolio Administrator’s
reconciliation module is in a class of its own. Furthermore, your firm’s reconciliation process can be entirely paper free.
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