Multi-currency Portfolio Reporting and Performance
For clients with international portfolios, our reporting provides a comprehensive view of wealth across different currencies. Aggregate performance data alongside the base currency to make informed, well-presented investment decisions.
Choice of Base Currency
Empower users with the flexibility to choose their base currency, accommodating diverse international portfolios.
Native Currency Reporting
Provide native currency reporting options, ensuring a more accurate representation of portfolio performance in the context of each currency.
Custom Portfolio and Holdings Views
Tailor portfolio and holdings views to match individual preferences, offering a personalised and intuitive user experience.
Integration with Portfolio Management System
Seamlessly integrate with your portfolio management system, creating a cohesive ecosystem that enhances efficiency and accuracy..
Outsourced Data Management
Simplify data management by outsourcing this task, freeing up resources and allowing your team to focus on strategic priorities.
Valuation Data from Multiple Sources
Access valuation data from a variety of sources, increasing the accuracy and reliability of your portfolio reporting.
Transactions
Track and manage portfolio transactions, providing a comprehensive view of all investment activities.
Performance History
Keep a detailed performance history to help you and your clients to analyse trends and make informed investment decisions.
Comprehensive Portfolio Reporting
Deliver comprehensive portfolio reports, offering in-depth insights into portfolio performance and holdings for enhanced decision-making.
Get in Touch
We understand you to make sure everything aligns with your needs.
So first, book a free, personalised demo with one of our team to explore how our solution can help you create a seamless, impactful digital experience for you and your clients.