We share your goals
That's why your needs come first
That's why we never stop looking for better ways of doing things
That's why we plan ahead, so we can deal
with whatever challenges arise
That's why we build a collaborative partnership with you, based on listening and support
Our solid market reputation and long-standing client relationships are built on our team’s dedication to sustaining high client service standards, while also seeking out fresh ideas and more efficient ways to empower the investment firms we work with.
Head of Client Relations
Your dedicated relationship manager
Spends time gaining a deep understanding of your business
Is your single, personal point of contact
Supports you through every stage of the partnership
Provides access to our team of operational experts
But don't just take our word for it...
Our client had already made significant investment in its own portfolio management and reporting architecture. It needed a flexible onshore and offshore custody solution for its family office client. The ability to continue to use its preferred brokers and lending agents was a key requirement.
Our Client Design & Implementation team quickly established a service model that would minimise impact on the client and its customers, and arranged an implementation timeframe centred around a manageable reporting period. We also introduced a more robust end of year tax reporting process which was greatly appreciated. With minimal resource requirement from our client's own business, we were able to arrange a translation and asset transfer within two months of engagement.
I found everyone more committed, more engaged and more willing to go that extra mile which is exactly what we all want. You have built a great team.
Our client wanted to differentiate their customer on-boarding process from their competitors. Our close working relationships and our open architecture platform allowed for a bespoke process.
The client was able to have to a complex view of security classifications and asset class hierarchies. This enabled a tailored portfolio view for reporting, portfolio modelling and customer fees and billing.
Through our data consolidation approach, we were able to integrate with their complex multi-custodian model. This centralised view streamlined operational processes and improved client service delivery.
Multrees aligns with our views of providing excellent client service which allows our relationship to prosper.
Our client, faced with the twin challenges of a growing customer base, combined with an increasingly ‘digitally aware’ generation, required a modern, flexible, multi-device customer web portal that gives their customers access to view their portfolio on any device, anywhere and at any time.
Our fully customisable and intuitive portal, provides each customer with access to their own portfolio values, security composition, as well as access to historic reports in a single location.
One of the attractions of our offering is the ability to provide a fully white-labelled solution, which is easily tailored to your own branding requirements. This feature, when combined with our skills in content integration and customised application development, allows you to quickly promote your corporate branding and unique character as a digital business to your end customers.
Security is a key component of any robust digital solution, and with the multi-form (password/PIN) sign-on over SSL, the Multrees customer portal protects that most valuable of corporate assets, your customer data.
We are all impressed by Multrees' flexibility and adaptability.