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.
We would be delighted to speak to you.