Consolidated reporting/multi-custodian reporting
Prudent financial management is easier when you have 360º perspective on your holdings. We offer you a clear, convenient overview of your total investments across all your portfolios, accounts, asset managers and custodians. So you can closely monitor the development of your investments as a whole. Our proprietary consolidated reporting service offers you:
- Independent information.
- Professional analysis of the positions and performance of your portfolios.
- Periodic consolidated reports.
To discuss how our consolidated reporting solutions could benefit your business, please contact us or complete our contact form