As a wealth manager, you require easy and reliable access to relevant asset information to improve your operational efficiency and customer experience.
Within one single sign-on, our online interactive portal, Multrees Compass, provides you with a tailor-made combination of high quality services to view and manage your customers’ assets more efficiently.
Self-service solutions include global custody, portfolio modelling, order management, multi-level business intelligence reporting and advanced analytics.
A range of tools, all under one easy-to-navigate branded portal.
Interactive, secure and flexible functionality.
Keeps you in control of your customer relationships.
Set security and functions access depending on your business and customer requirements.
This digital experience compliments your team to enhance their face-to-face customer interaction.