Client Login

PortfolioGuardian offers a range of investment reports, updated daily. Please note that these reports are not reconciled daily where data feeds are not in place and so should not be relied upon for investment decisions.  All portfolios are reconciled monthly or quarterly depending on client requirements, availability of valuations for unlisted investments etc.

Login to Online Reporting



Your key documents such as your trust deed, minutes of meetings, grants and donation registers and other regulatory documents are available via this login.

Login to Key Documents

To view sample reports, please call us or send an email to