One of Conscious Moneys key advantages for clients is the provision of a first class portfolio administration system. The main features of CWIPS (Conscious Wealth Investor Portfolio Service) include:

• Minimal paperwork - all correspondence is received and filtered by Conscious Money. You do not receive large amounts of superfluous mail from fund managers and listed companies

• Income is automatically banked for you. Dividends, distributions and interest are recorded and tracked and funds are promptly available.

• Provision of quarterly reports. The only paperwork you deal with is a comprehensive quarterly report which includes details of performance, earnings, tax, fees and all transactions.

• Ensuring regular and disciplined reviews of your portfolio

• Efficient monitoring of your investments. Easy tracking of your investments if and when they may require attention.

• Provision of end of financial year tax reports - saving you and your accountant time and money

• A capital gains calculator. Calculating capital gains or losses over the lifetime of your portfolio is a complex process. CWIPS automatically calculates the capital gains and losses and rebuilds the history for each investment

• Easy access to your portfolio from anywhere in the world. Via the web, you can download a holdings history of your portfolio which includes revaluations, portfolio changes, original purchase price of an investment, current value, growth and income returns

• Your ongoing administration fees are tax deductible.