Welcome to your workspace
Let's get started
Your Sylvaryn platform is ready. Complete a few quick steps to unlock everything.
Accounts
—
Active accounts
Portfolios
—
Managed accounts
Advisers
—
Team members
FUM
—
Total AUM
Quick start
Recent accounts
View all →Organisation Hierarchy
Loading hierarchy…
Providers
No providers yet
Create a provider to organise your clients. Each client must belong to a provider.
Accounts
No accounts yet
Add your first account to start managing portfolios, CGT events, and compliance documents.
Email
—
Phone
—
Tax Rate
—
Equity Value
—
Cash Balance
—
Cash Balance
—
Transaction History
Loading…
Portfolios
Loading…
Loading KYC data…
Select a portfolio to view tax summary…
Portfolios
No portfolios yet
Portfolios are created when you add an account.
Market Value
—
Cost Base
—
Unrealised P&L
—
Holdings
—
Performance
Asset Allocation
Holdings
Loading…
Tax Engine
Net Capital Gains
—
CGT Discount Saved
—
Franking Credits
—
Est. Tax Liability
—
CGT Events
No events yet
What-If Scenario
Tax-Loss Harvesting Opportunities
Click refresh to scan for opportunities.
CGT Engine
Select a portfolio above to calculate capital gains, run scenarios, and find tax-loss harvesting opportunities.
Compliance & KYC
Pending Reviews
—
Approved
—
Total Submissions
—
Pending KYC Reviews
Loading…
Advisers
No advisers yet
Invite your team members to manage client portfolios.
Settings
Firm Details
Branding
Click to upload logo
Primary colour
Used for sidebar and accents
Workspace URL
—