Consolidated
Reporting

HOME > CASE STUDIES > CONSOLIDATED REPORTING

Features

  • Combined realtime market values
  • Importing detailed transaction history
  • Validating holdings
  • Fee accruals
  • Performance and growth graphs
  • Asset allocation
  • Client relationship management
  • Income details
  • Account review history
  • Investor and adviser login
  • Management reports

Combining a clients investments by getting values from various providers is not an easy task. A client of ours battled getting investment statements from other platform providers into a single consolidated statement to give their investors a better view of their overall investment portfolio and to review their financial position.

By using our system they can now import data from other platforms and 3rd party providers to produce a single statement to the client. Data is more accurate and they save a lot of time to produce up to date reports. Wealth managers can now access the information from anywhere at any time at the push of a button.

consolidated reporting