Customised Fund & Service Solutions

 

Proudly Australian owned, Grosvenor Pirie is not aligned with any large financial institutions, allowing us to build products for other investment entities without compromise.

Our company has established numerous strategic alliances with institutions throughout the financial services industry by offering a range of services that enables them to customise products to suit their own client base.

The unique service platform designed by Grosvenor Pirie allows us to administer the following investment product types:

  • ASIC and APRA regulated funds;
  • Managed Investment Schemes;
  • Managed Accounts (SMAs and IMAs);
  • Corporate Superannuation Funds;
  • Self-Managed Superannuation Funds, and;
  • Trusts and Personal Investment Portfolios.

For third party investment groups where the internet forms an integral part of their infrastructure, we can provide a web platform which interfaces with their specific systems and complements their brand.

Our administration system, Reliance, is a Superannuation and Trust administration System developed and owned exclusively by Grosvenor Pirie which integrates a number of proprietary software models, including:

  • GENERAL: Names database/CMA
  • ACCOUNTING: General Ledger
  • SUPER: SMSF registry
  • TRUSTS: Unit Trust registry
  • MORTGAGE: Mortgage Administration
  • SUPER UNIT: Superannuation registry
  • RIS: Retirement Income Streams
  • IMAGING: Electronic document archiving

Grosvenor Pirie also has a comprehensive Disaster Recovery Plan (DRP) which allows the client the comfort of knowing that the data is automatically backed up every hour via our ISDN connection to an external data storage site.  Grosvenor Pirie also conducts periodic backup of physical taped data daily.