“We show clients the WealthCenter™ system to explain how they get comprehensive, accurate and unbiased portfolio reporting. This has actually helped us win more business.”
- US Director of Custody Business, Global Private Bank
Thirty years developing tools exclusively for the UHNW individual and advisor.
Developed by subject-matter experts in investing, accounting, technology and customer care, WealthCenter™ is a powerful multi-custodial, multi-currency aggregation portal that consolidates, reconciles and reports on all assets and liabilities in order to create a complete wealth picture for UHNW clients and their advisors.
We have codified the right blend of art and science into our solutions. Our software programs, rules engines and artificial intelligence tools have all been purpose built from the beginning to serve the independent and unique needs of the UHNW market.
- Typically answer any question in three clicks or less
- Point and click to develop customized client briefing books
- Create customized tax-return ready reports in any format (PDF, Excel, HTML)
- Access clients’ entire wealth picture on-demand ... in one place, at one time
- Assign variable levels of access to serve multi-generational families
- Liberate portfolio reporting from labor-intensive and error-prone manual methods
- Interface with over 3,000 financial institutions to access all details of any account
- Drive analysis with dashboards that can still drill down to the transaction level
- Integrate into the G/L to create financial statements for clients as needed
- Keep client data secure and confidential