Aggregation, Reconciliation, Reporting and Document Management
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™.
Connect to over 3,000 data interfaces, reconciled back to daily, monthly and quarterly statements.
Leverage our sophisticated process for aggregating complicated assets such as alternative investments, non-US accounts, real estate, personal property and collectibles.
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.”