Reporting

When it comes to consolidated reporting for advisors or their clients, one size does not fit all. That is why we offer both out-of-the-box and customized reports to suit all your needs.

Accurate, insightful, and timely reporting is key to managing wealth, whether as a principal or as a trusted advisor.

Customize and optimize portfolio reporting at your convenience or ask our experts to generate them for you or your clients.

Consolidated as well as modular reporting of investment portfolios
Reports contain allocations, balances, performance, exposures and more – for all asset classes
Maker-checker view of individual relationship manager’s or advisor’s portfolio reporting
Export data in multiple formats for your own use, and white-label to share with clients

Talk to us to learn more about our offerings.
We would be delighted to speak to you.