Wealth Overview
Get a current snapshot of assets Ability to view value of assets from multiple sources in one place. Control and oversight. |
Data Aggregation
Store and view information in one place Aggregate multiple sources of information Multi user environment - effective and efficient data administration |
Tailored client reporting
Our data platform allows us to rapidly deploy personalised reporting based on the client's own data that has been stored This means that the reports are personalised and meaningful to the recipients and a lot less likely to be thrown in the bin. |