Data Sourcing and Consolidation
Doing the legwork of sourcing and integrating your clients' data into a clean and structured repository of their investment data. Providing it to you in a usable format.
The heart of the offering, our consolidation engine integrates with 65+ local and offshore investment platforms, life companies, and banks.
Our unified data model includes investment holdings, cash-flows, fees, asset allocations and Money Weighted rate of return calculations.
As this is not a complicated CRM system, your existing systems remain intact.
The fully automated, outsourced process reduces your administrative costs and overhead.
The number of touch points between you and your clients increases.