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