Our powerful multi-custodial aggregation system will consolidate, reconcile and report on all the information you need to compare “apples to apples” and make important financial decisions. WealthTouch can access any institutional financial data for any given time period. No matter how diversified your portfolio, we have the technology that will accurately monitor your assets, track your investments, seamlessly integrate your public and private investments and provide you with customized reports to suit your unique needs.
For more information about our consolidated portfolio reporting and account reconciliation services, please contact us.
