Investment Administration

Configured to your business model so that you can deliver operational efficiency and better customer outcomes for the client.

Scalable and Efficient

At Multrees, we understand the unique challenges faced by wealth managers in delivering operational efficiency and ensuring outstanding customer outcomes. Our customised solutions are designed to seamlessly integrate with your business model, providing a comprehensive suite of services to elevate your wealth management capabilities.

  • Scalable and efficient front, middle & back-office solutions.
  • Seamless integration to suit your business model.
  • Multrees supports you to deliver high quality service.

Open Architecture

Multrees open architecture seamlessly integrates with your existing business model, offering a flexible and customisable solution. Our platform empowers you to enhance operational efficiency and drive superior customer outcomes for your clients.

  • A partner that works with you to understand the unique needs of your business.
  • Flexibility and compatibility with various systems through our open architecture.
  • Operational efficiency and better customer outcomes for your clients.

Consolidated Reporting

At Multrees we offer you comprehensive, consolidated third party reporting services as well as sophisticated management information reporting services allowing you to manage your clients simple portfolios & specialist assets whilst also providing them with fully customisable private white labeled reports.
  • Sophisticated management information reporting services.
  • Comprehensive, consolidated third party reporting services.
  • Fully customisable private white labeled reports.
Platform Provider – Winner
Global Custodian to a Private Client Business – Winner
Learning and Development Award of the Year 2024
SME Employer of the Year 2023

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One Carter Lane
London
EC4V 5AN

Registered in England & Wales with company number 07225386.

Multrees Investor Services Limited is authorised and regulated by the Financial Conduct Authority with firm reference number 526528.

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