#2 Investment Administration

Access a set of online and offline solutions, supported by our team of wealth management operation professionals, to complement and integrate with your business model.

Covering front, middle and back office, we provide scalability and efficiency.

Flexibility to support a mix of customer accounts; from simple through to complex family hierarchies and investment strategies.

Portfolio accounting, operations, record-keeping, corporate actions and client service.

Flexible, consolidated client and customer reporting solutions, including: valuations, tax, probate, management information and ISA administration.

Supporting reconciliation statements and providing comprehensive market data. 

Our other Services:

How we deliver Investment Administration

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How we deliver Investment Administration

Tailored services to suit your needs.

We provide customised, open architecture business support solutions that differentiate your business and proposition.

  • Scalable and efficient administration, valuations and reporting solutions
  • Cross functional delivery team works to pre-agreed timescales
  • Accommodates multiple entities and third-party managed accounts
  • Highly flexible and customisable customer and business management reporting
  • Portfolio order management system and portal applications, with external connectivity capability
  • Fully automated settlement process and fund dealing execution capabilities 

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Our other Services:

Your Investment Administration needs, our solution

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Your Investment Administration needs, our solution

Your challenge

Your ultimate aim is to provide a great customer experience, one that offers intuitive, informative and robust capability across the most demanding administration and reporting conditions.

The solution should work seamlessly with your business model, building on and strengthening your offering.

Across all business areas you want to work with bright, experienced people who understand the terrain and bring a vision, skill and determination to the pursuit of industry-leading solutions.

Our Advanced Answer

In an evolving industry, we keep things simple. We don’t trade, we don’t advise. We do provide independent, innovative and flexible support services to wealth managers and private investment offices.

By taking the time to get to know you and your business requirements, we build a more detailed picture of yours and your customers' requirements.

This knowledge, together with our independence, gives us the flexibility to design and deliver responsive, best-in-class solutions that are adaptable to your specific requirements.

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Key benefits for you and your customers

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"Multrees at a glance" includes all products and services.

Key benefits for you and your customers

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Bright people + technology + delivery Call us on 0131 247 5000

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