We offer Wealth/Portfolio/Asset Managers a back office solution for portfolio reporting. Our entire suite is offered as a service over the web, and, nothing needs to be installed at your premises. All records pertaining to market data, trades, portfolios, investors, portfolio managers, and administrators are maintained by us, so that you can devote 100% of your precious time doing what you love to do, namely, company analysis and investment decision making.

               The trades executed in every portfolio are downloaded from brokerages, posted to portfolios, and, reconciled with brokerages by us, just so, you can review the portfolios managed by you as of any date from inception. Transactions, net asset value, and, more importantly, performance can be reported for each portfolio, or, for consolidated groups of portfolios for any date.

               We present 360° view of your high net worth investors to help you improve their diversification. To help you with your investment decision making, we can present securities in portfolios of your high net worth investors, managed not only by you, but also by other portfolio managers, so that you can avoid investing and overweighting in the same securities they might be already invested in.

               Investors can view all the portfolios managed by all their portfolio managers. To accurately review securities in portfolios spread across all portfolio managers, investors have the option to run reports on individual portfolios, on groups of portfolios, or, on all portfolios totally consolidated.

               Let us have the privilege of being your IT department over the web, invisible but serving you 24/7. All you need is just a browser to avail our services.