We deliver

Through people

  • Your dedicated relationship manager supports you at all stages

  • And you’ll also have control to do things at your own pace

Through Multrees Compass

  • Online interactive portal is accessible and secure, with one single sign-on

  • Tailor-made services to view and manage assets

Through technology integration

  • We can ‘plug-in’ third party data and retained applications seamlessly

  • Using industry standard data formats and protocols SWIFT, Rest API and SFTP

Multrees Compass - your online control centre

Key benefits for you and your clients


Holistic, granular, view of your clients' information, combined with powerful analytics


Create your own interactive, adaptable and personalised dashboard with tailor-made client and business reports


Enhanced visibility, speed of delivery and high quality accuracy to monitor and track client portfolios


Can be configured to provide your clients with branded online reporting

How it works

  • Self-service solutions include global custody, portfolio modelling, order management and much more

  • Available through a range of devices

  • Set security and functions access depending on your business and client requirements

  • Navigation and menu structure on the portal has been created to Microsoft standards