Category: Consolidated Reporting
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Top 10 Reports Our Clients Are Using Right Now
Understanding how to evaluate your portfolio and make informed decisions requires access to the right tools. Below, we highlight the top 10 reports that our clients rely on, from evaluating manager performance to understanding asset allocations. Each report provides critical insights into different aspects of investment strategy and risk management. 1. Manager Evaluation What it…
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Customized Reports Tailored to Your Specific Needs
If you regularly report to SHARE Canada, you’re familiar with their specific requirements for a detailed list of holdings, including security ISINs and quantities. This post describes how we leverage Addepar to create customized reports tailored to investors with shareholder advocates. Manually pulling this data together is not only time-consuming, but it also introduces room…
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Outsourced Consolidated Reporting
Outsourced Consolidated Reporting can be critical to successful investment management. The problem is most investors don’t know what they’re missing. When, they’re often missing the big picture and can only estimate their portfolio value and performance. Instead of knowing the facts. The reasons are obvious. One investment advisor gives you a statement showing the investments…
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Family Office Software: Evolving Reporting Solutions
Family offices, entities that manage the wealth and investments of affluent families, occupy a unique position in the financial world. Their role transcends wealth management, evolving into a bridge that connects successive generations. Ensuring the smooth transition and preservation of wealth over time. But, the complexity of managing varied assets necessitates family office software systems…
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Consolidated Reporting Service: Streamlining Wealth Management
The benefits of organized, comprehensive, streamlined reporting cannot be overstated. Wealthy investors and charitable foundations require a bird’s eye view of their finances to make informed decisions and achieve their financial goals. That’s why our family office offers a meticulously designed Consolidated Reporting Service tailored for this sophisticated audience. Our service stands out by offering…
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How to Benchmark Your Investment Portfolio
Investing can be a challenging endeavor, and one key aspect of successful investing is benchmarking. Benchmarking is the process of comparing the performance of your investment portfolio against a specified benchmark or set of benchmarks. By benchmarking your portfolio, you can determine whether your investments are performing better or worse than the market and make…