Get a strong decision base with consolidated reporting from a 100% independent partner
If you use several asset managers, you typically receive financial reporting from each one.
However, there can be a big difference in the approach of the various banks and asset managers to the reporting. The lack of a common standard makes it difficult to get an overall overview of the investments and compare the results and costs of the various managers.
At the same time, it makes it difficult to get an overview of the total risk across all asset managers.
Market-leading financial reporting that covers all aspects of asset management
One of our core competencies is to provide consolidated reporting. Last year, we monitored and processed over 300,000 transactions, and in total we monitor investments of over 40 billion USD for our customers.
We collect all your data across banks and asset managers and present them in an easy-to-understand overview.
Read more about our reporting solutions below.
Get an objective and fair decision basis for your investment decisions
We believe that objective financial reporting is crucial to achieving optimal asset management. That is why we stay independent of financial institutions and do not advise on your choice of securities.
Instead, we provide independent consolidated reporting that creates a strong foundation for your investment assessments and decisions.
All our calculations are based on independent market data from the world’s largest suppliers, so you are always guaranteed a true and fair view of how your portfolios perform together, individually and in relation to each other.