We deliver
Through people
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Your dedicated relationship manager supports you at all stages
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And you’ll also have control to do things at your own pace
Through Multrees Compass
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Online interactive portal is accessible and secure, with one single sign-on
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Tailor-made services to view and manage assets
Through technology integration
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We can ‘plug-in’ third party data and retained applications seamlessly
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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
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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
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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
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Self-service solutions include global custody, portfolio modelling, order management and much more
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Available through a range of devices
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Set security and functions access depending on your business and client requirements
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Navigation and menu structure on the portal has been created to Microsoft standards