Investment management and reporting for single and multi-family offices
- Manage investments across asset classes and security types – stocks and ETFs, derivatives, mutual funds, fixed income, alternative investments
- Capture held away assets and tag them to external advisors for consolidated reporting across advisors.
- Performance measurement and return calculations.
- Data interfaces and reconciliation with feed providers, MF registrars, custodians and brokers
WealthSpectrum is used by leading single and multi-family offices
- Waterfield Advisors
- Entrust Family Office
- Client Associates Private Wealth Management
- HSBC Private Bank
- Single Family Office of UHNI families