By combining our expertise with the latest technology, we’re able to provide consolidated, personalised, real-time reporting and analysis for your entire investment portfolio. We can provide oversight of financial and non-financial assets, as well as liquid and illiquid investments, to provide a transparent and visual balance sheet for your entire estate.
By keeping all of this information in one easy-to-access interface, we can simplify reporting and efficiently manage all assets, recognise risks and capitalise on investment opportunities.
/ One interface for entire portfolio
Consolidate and view data from all financial assets/investments in one place, without needing to log into bank separate accounts.
/ Real time information
Access daily market values of all financial assets.
/ Deep dive analysis
Analysis of all liquid and illiquid, financial and non-financial assets, covering your entire portfolio on an isolated or consolidated basis.
/ Graphic visualisation
View and analyse your data in a way that suits you – we offer charts, graphs, lists, and comprehensive dashboards that combine these multiple formats.
/ Access your data, anywhere
The highly-secure cloud-based platform allows you to access data from any device with an internet connection.
By keeping all of this information in one easy-to-access interface, we can simplify reporting and efficiently manage all assets, recognise risks and capitalise on investment opportunities.
/ One interface for entire portfolio
Consolidate and view data from all financial assets/investments in one place, without needing to log into separate accounts.
/ Real time information
Access daily market values of all assets.
/ Deep dive analysis
Analysis of all liquid and illiquid, financial and non-financial assets, covering your entire portfolio on an isolated or consolidated basis.
/ Graphic visualisation
View and analyse your data in a way that suits you – we offer charts, graphs, lists, and comprehensive dashboards that combine these multiple formats.
/ Access your data, anywhere
The highly-secure cloud-based platform allows you to access data from any device with an internet connection.
By keeping all of this information in one easy-to-access interface, we
can simplify
reporting and efficiently manage all assets, recognise risks and
capitalise on investment
opportunities.
/ One interface for entire portfolio
Consolidate and view data from all financial assets/ investments in one place, without needing to log into separate accounts.
/ Real time information
Access daily market values of all assets.
/ Deep dive analysis
Analysis of all liquid and illiquid, financial and non-financial assets, covering your entire portfolio on an isolated or consolidated basis.
/ Graphic visualisation
View and analyse your data in a way that suits you - we offer charts, graphs, lists, and comprehensive dashboards that combine these multiple formats.
/ Access your data, anywhere
The highly-secure cloud-based platform allows you to access data from any device with an internet connection.
It would be great to hear from you, please get in touch.
Tel. +44 (0) 20 7971 1460