Highlights

Depth, Breadth and Quality

Gather the specific investment data needed for analyzing, measuring and reporting on HNW and UHNW accounts.

Depth, Breadth and Quality

  • Augment books-of-record data with held-away assets for a complete view of client assets.
  • Gain direct point-to-point connectivity to a vast network of custodians used by your clients.
  • Receive normalized, asset-level data including balance, positions, transactions and performance.

Analysis and Reporting

Equip wealth managers with more complete data, and deliver it to clients in professional-looking reports.

Analysis and Reporting

  • Present high-value clients with a holistic picture of their wealth, regardless of who has custody of the assets.
  • Automatically incorporate data into periodic or ad hoc reports.
  • Present performance returns on internal and external assets.
  • Better understand the tax implications of trades.
  • Manage accounts with consideration to each client’s entire portfolio.

Grow the Business

Expand relationships by demonstrating the value of your investment style and objectives.

Grow the Business

  • Contrast and compare allocations, management styles and results.
  • Increase wallet share with existing clients.
  • Improve customer retention by providing additional value.