Our main benefits:
The asset types we currently cover:
- Easy input of the most widely used assets under management across various custodians, banks and brokers
- Painless reporting across all asset management sectors
- Cashflow reporting on projected capital calls and expected dividends, coupons
- Detailed control of costs incurred
- Daily price changes on liquid assets
- Secure hosting, tailor made to your wishes
The asset types we currently cover:
- Cash management in all major currencies
- Shares, bonds and funds across all major markets
- Private equity and limited partnerships
- Alternative investments such as art, real estate, vehicles and wine