Consolidated reporting/multi-custodian reporting
Managing finance is easier when you have a 360% view of your holdings. We can offer you a clear and 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.