High Quality Reporting

Top tier investment reporting for managers, advisors and stakeholders, calculated with the highest standards.

Win Back Time

Regain the time spent in review and supervisión of financial reports in order to focus in the core of the family office business.

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Reliable Data Aggregation

Consolidating investments information allows you to compare Asset Managers and investment strategies, with reliable information.

Gain Valuable Time

Instead of spending time making complex calculations and statements, focus your efforts in giving the best service to the client.

Great Custom Reports

Premium reporting for your main clients, in an increasingly competitive market and more sophisticated clients.

High-touch Client Services

Don't put your main clients at risk; implement an agile outsource solution, without the need to launch internal processes.

Your Assets in one place clear and easy.

Make better informed decisions with reliable information, powerful analysis and easy to use solution.

Data Aggregation & Reconciliation

Web Based Platform

Secure

Investment Analysis

Top Tier Reporting

Multi-currency, Multi-language

Robust Solution,Powerful Analysis

Analyze and understand your portfolio’s performance, allocation and exposures with just one click. Connect to your assets anywhere you want, anytime you need. Choose from more than 100 different types of reports. Combine them as you wish to create the statement that even your most sophisticated client or stakeholder needs.

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ALL OF YOUR ASSETS IN ONE PLACE, CLEAR AND EASY

Start using the platform for brilliant business decisions