Consolidated Client Statements
A powerful reporting tool that collects the information on all of the clients’ investments and consolidates it into a single white-labelled PDF report per client every month.
We provide the CEO or manager of a wealth management business with a consolidated business intelligence report across all the wealth managers and platforms in the business.
Solving the Problem
Our “Solve the Problem” toolkit helps a wealth manager to identify when client portfolios are at risk. It’s then so much easier to solve any problems that might arise.