Your customers require timely and reliable reporting. You require reporting that supports your investment proposition.
Bringing together the reporting on assets, liabilities, expenses and revenue held by different providers can be a time-consuming and resource intensive process.
So, you need the insight, knowledge and experience to coordinate data from multiple sources. Intuitively and efficiently. The knowhow and the technology.
Our Advanced Answer
Using best-in-class technology, we provide solutions that help you to differentiate your business and scale more efficiently.
We work closely with our clients to provide bespoke, comprehensive reporting services that deliver specific detail in a simple and intuitive way.
Data from multiple sources and across complex customer and account hierarchies can be consolidated into one report and under your branding to reinforce your customer proposition.
Investments are categorised in accordance with your investment policy.
Whether your customer is a group, family, trust or other structure, we integrate consolidated reporting across complex customer and account hierarchies. This includes capturing assets held with other custodians and/or non-securitised property.