Report
All assets and liabilities can be unified into one report
All tax entities of the one client/family can be unified into one report
Every detail of every transaction since inception is recorded, reported and sorted
Give your clients the big picture of their wealth
The details are all there if they chose to drill down.
Get one single picture of the wealth under advice
Keep tabs on your business by portfolio, investment, asset allocation and client.
The details are there including FUA, Asset allocation, Portfolio FUA, Investments and Non-administered investments for your business by client and by groups of clients.
Compare reporting
Comprehensive daily investment and tax reporting is provided across all legal entities, relative to the investment type included in each package.
Whatever you chose you’ll get one consolidated view
Check your total wealth at any time of day, anywhere in the world with our easy-to-use online service. Drill down as required. There’s plenty of detail when you want it.