Comprehensive Reporting with Superior Aggregation and Consolidation Key Factors in the Selection of WealthTouch by Cherry Creek Family Offices
Denver, CO, January 5, 2012 – WealthTouch Inc. ("WealthTouch"), the leading independent consolidated portfolio reporting platform for private banks, ultra-high net worth families and their trusted advisors, announced today a new financial investment advisory client, Cherry Creek Family Offices.
In addition to its growing number of global private banking clients, this latest client addition illustrates the continued market penetration of WealthTouch into the registered investment advisor (RIA) sectors in the United States.
Cherry Creek Family Offices, headquartered in Denver, CO, is a successful, multi-family office delivering tailored financial counsel, investment and expense management to a select group of accomplished families. With strong need for clear, concise reporting in the growing market, Cherry Creek Family Offices selected WealthTouch as its provider of consolidated portfolio reporting services to fortify the custom tailored financial services it already offers to its clients.
"In serving accomplished families with complex financial services needs, Cherry Creek Family Offices sought out a leading solution for portfolio management, performance aggregation and bill pay administration," said Jason Gaede, partner at Cherry Creek Family Offices. "WealthTouch was the clear choice, with its robust, web-based design and easy interface, the product allows us to offer our clients access to a powerful asset reporting tool."
"WealthTouch is very pleased to be working with Cherry Creek Family Offices, which has decades of leadership in both the traditional and alternative investment arenas. Their custom tailored service model is well aligned with WealthTouch's offering to provide customization for every client's needs," said Norman Jones, Chief Executive Officer of WealthTouch. "We're looking forward to facilitating Cherry Creek Family Offices' continued growth through the integration of our platform and services."
About WealthTouch
Founded exclusively to serve ultra-high net worth families and their trusted advisors, including private banks and family offices, WealthTouch delivers greater financial clarity, control and peace of mind through its suite of consolidated reporting solutions. The company aggregates and reconciles complex, multi-faceted financial data from thousands of different sources and transforms it into clear, concise, highly accurate reporting, which provides advisors and clients a powerful decision-making tool and true portfolio intelligence. Established in 2001, WealthTouch reports across all asset classes, custodians and currencies to create an unbiased and independent view of a family's complete wealth picture. WealthTouch's secure, web-based reporting platform provides multi-period, on-demand performance and transactional reporting that is elegant and easy to understand. For more information, visit www.wealthtouch.com.
MEDIA CONTACT:
Rick Keating
+1 212.925.6900
rkeating@keatingco.com