Solutions
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Portfolio Intelligence Services
Aggregation, Reconciliation, Reporting and Document Management
You have got to see it to control it ... putting science behind intuition.
We private label our solution to deliver client portfolio reporting that is highly intuitive, current and customizable. Clients and their advisors can configure and access any report through our secure online portal, WealthCenter™.
Superior data access, accuracy and security
Connect to over 3,000 data interfaces, reconciled back to daily, monthly and quarterly statements.
Handles any type of investment
Leverage our sophisticated process for aggregating complicated assets such as alternative investments, non-US accounts, real estate, personal property and collectibles.
Comprehensive, flexible and easy to use
Use our real-time, secure web-enabled portfolio reporting platform that covers all asset classes from multiple custodians and in multiple currencies, and ready on any platform with a “click.”
Additional features & capabilities include:
- All data from all asset classes (user defined)
- Multi-national currency aggregation and reporting
- Tax-return ready performance
- Secure, web-based and on-demand