In order to benefit from comprehensive and multilateral reports and analysis, we emphasise collecting data from a vast range of counterparties, transforming it into a uniform structure, and often correcting discrepancies to further enrich it.
Data does not lie and it has no bias. We let the undiluted numbers speak for themselves, so you can ascertain independence and objectivity when evaluating your decisions and investments.
Our tools were built by passionate portfolio managers for portfolio managers and their stakeholders who share the same determination and interest in their profession.
We provide the truest picture of wealth at a given moment with a thorough visualisation of the portfolios’ assets. This allows users to scrutinise their wealth from all imaginable viewpoints.
we enrich the position data with for example allocation information so a fund is not only treated as one fund, but actually has an allocation based on its holdings
we offer numerous ways to analyse the returns of the portfolios and their constituents
we offer a comprehensive risk management and monitoring solution
with our help the process of accounting and bookkeeping can be significantly streamlined
we have a dedicated service for private investments
with our help our customers can get a deep understanding of the sustainability measures of their individual investments and portfolios
all stakeholders can get their personal reports into a secure place
What we offer cannot be provided as a software. Every customer is unique and has specific needs that requires a human touch. Even though we utilise the most modern analytical tools and programs we take pride in precision service and building long-term customer relationships.