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
The details are all there if they chose to drill down.
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.
Comprehensive daily investment and tax reporting is provided across all legal entities, relative to the investment type included in each package.