Reporting

Custodian Statements & Websites

Your custodian provides official statements and record keeping services for your accounts. You can also access your custodian directly online.

Consolidated Performance Reporting

Our web-based portals, powered by Tamarac and eMoney, provide clients with daily online access to their account information, across multiple custodians.

Our Portals Include the Following Features:

Account Aggregation

Flexible Data Views

Multiple Asset Allocation Views

Performance Tracking

Customized Reports

Drill Down To Asset Level Performance

Gain/Loss & Dividend/Interest Reporting

Privately Held, Illiquid Asset Entry & Tracking

Secure Online Document Vault

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