ELEVATING THE INVESTOR-ADVISOR EXPERIENCE WITH MASS-PERSONALIZATION AT A GLOBAL SCALE
A 100% TOTAL WEALTH VIEW ACROSS ALL ASSET CLASSES & OWNERSHIP STRUCTURES
ART & COLLECTIBLES
CURATE PERSONALIZED CLIENT EXPERIENCES
Automation and Scalability to Grow | Customizability and Flexibility to Demonstrate Your Differentiation
Our Investment Advisor Performance Reporting platform provides advisors with summary to transaction level views regardless of complexity, investment type, ownership structure or global jurisdiction. Our consolidated reporting approach empowers your operation from end-to-end, including:
We built and maintain our own library of direct, trade-date, connections to banks across the Americas, EMEA and now Asia.
Bank feeds average an 18% error rate per day. Our system captures and corrects data that other systems cannot. Our reconciliation, including corporate action processing, is global (one-and-done) delivering operating scale that remains unmatched.
Our transaction-based platform allows for true daily time weighted and IRR performance for better analytics and decision making. Errors in performance can lead to regulatory and reputational risk.
We Have Proven…
Each individual user can classify, group, structure, and format their data any way they want. True limitless flexibility in order to analyze and manage sophisticated wealth on personalized terms.
With our integrated custom report builder, users can build their own reports with drag-and-drop visualization for digital and PDF-print. Select from our report library including performance, allocation, alternative investments, allocation over time, target and range, policy drift, risk and return, top holdings, gain/loss, fees, activity, income/expense, and more. Drag and drop any widget to any position on the report, and then customize each widget by selecting a portfolio (grouping of data), selecting a model to view/structure that data, and time series.
When finished, create and auto-schedule a complete client investment report package with ease, giving you enormous operating scale with the highest level of personalization so everyone can view and analyze their data on their terms.
Schedule a demo to take a closer look at these powerful features.