#3 Consolidated Reporting

We provide bespoke, comprehensive customer and business reporting services that deliver specific detail in a simple and intuitive way.

Highly flexible and customisable customer and business reporting: content, layout, structure and visibility of groupings.

Data from multiple sources can be consolidated into your own branded report, to reinforce your customer proposition.

Investments are categorised in accordance with your investment policy.

Assets held with other custodians and/or non-securitised assets can be captured and reported.

Supports submission for regulatory reporting.

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How we deliver Consolidated Reporting

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How we deliver Consolidated Reporting

Our consolidated reporting services enable you to manage and report on the total aggregated wealth of your customers. This service can work in parallel with our global custody services. 

  • Management reports can focus on different elements, including cash projections
  • Includes all transaction types as standard
  • Fully white labelled customised client and business reporting solutions
  • Dedicated, specialist client and customer reporting team
  • Bespoke requirements can be incorporated, e.g. performance and risk analytics
  • Self-service reporting available via your online portal, Multrees Compass

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Our other Services:

Your Consolidated Reporting needs, our solution

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Your Consolidated Reporting needs, our solution

Your challenge

Your customers require timely and reliable reporting. You require reporting that supports your investment proposition.

Bringing together the reporting on assets, liabilities, expenses and revenue held by different providers can be a time-consuming and resource intensive process.

So, you need the insight, knowledge and experience to coordinate data from multiple sources. Intuitively and efficiently. The knowhow and the technology.

Our Advanced Answer

Using best-in-class technology, we provide solutions that help you to differentiate your business and scale more efficiently. 

We work closely with our clients to provide bespoke, comprehensive reporting services that deliver specific detail in a simple and intuitive way.

Data from multiple sources and across complex customer and account hierarchies can be consolidated into one report and under your branding to reinforce your customer proposition.

Investments are categorised in accordance with your investment policy.

Whether your customer is a group, family, trust or other structure, we integrate consolidated reporting across complex customer and account hierarchies. This includes capturing assets held with other custodians and/or non-securitised property.

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Key benefits for you and your customers

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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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