One of the challenges that most financial-planning practices face is the extensive administration required in dealing with a variety of investment service providers. Each has different processes, application forms and requirements.

The Chrome Wealth Administration Service centralises all implementation services required in the investment or wealth-management process. This allows us to offer our clients exceptional value for money in terms of administration costs.

Administration Services include:

• Cash management services (setting up corporate cash management accounts, processing transactions and provision of statements)
• Onshore Investment Platform client processing
• Offshore Investment Platform client processing

This has moved the administration of our clients’ investments to an innovative service offering.