Assetbase enters into strategic partnerships in order to enable it to keep costs as low as possible and to offer the best possible service to every client.
MitonOptimal forms the backbone of the Assetbase portfolios. Daily trading, compliance, risk management, succession planning, client reporting and accounting are all handled by MitonOptimal.
The Assetbase portfolios were originally designed for the exclusive use of Netto Invest, a Cape Town-based financial planning firm. An investment committee comprised of the senior Netto advisory team assesses the portfolios on a fortnightly basis.