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

1

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

2

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

3

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

4

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