What We Do

Iain & Vankharst Financial and Consultation Services provides portfolio management avenue for entrepreneur seeking investors by providing a range of tools and reports to give investors insight into the true performance of their portfolios and investing into profiting ventures by initiating the services of third parties like entrepreneurs to act as the pioneers of any profitable invesment with the capital provided by investors to reach a goal and hassle out of tax and compliance reporting. Ackerdon automates most of the routine data entry required to maintain a portfolio. For example as well as updating share prices, dividends, bonus issues and share splits are recorded automatically. I & V Financial and Consultation Services can automatically import trading data from a variety of online brokers. Online portfolio sharing functionality and a connection to Xero enables a more efficient and meaningful relationship between individuals and their accountant or tax advisers.

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