Private Reporting
Investment reporting platform designed by asset management professionals.
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Experience a modern approach to investment reporting.

Empowered wealth managers

Cultivate your clients specificities
You look after several clients, with their own personalities and objectives. With Private Reporting you can easily create environments that make sense to them.

Get on top of the data
We are aware that you need to stay proactive with your clients and keep track of their investments performance and the financial markets. Our platform is designed around a client-centric approach of data.

Expand your scope
The application is designed to provide a full overview of your clients finances, from listed/unlisted financial products to non-financial assets.

Captivated clients

Impress in style
Fruitful client interactions require a smart (and beautiful) display that clearly differentiates itself from less appealing back-office systems, trading tools or relationship managements solutions.

Engage more
Customised attributes can be assigned to each asset, enabling you to organise and display the data the way your clients like it. That makes the difference.

Deliver smart insights
Each of our bespoke reports serves a specific purpose around three key concepts: analyse, monitor, measure. We built this platform for your clients to know, not to wonder, what is happening in their portfolios.

Insightful decisions

Measure every driver
Our platform provides data analytics to help fully understand how assets are performing; which decision has contributed and/or detracted to the overall situation of your clients investments.

Monitor performance drags
Having all assets consolidated in one unique safe platform is critical. But being able to compare the skills of each managers or the fee structure of banking institutions remains essential to improve your decision-making process and always get the best financial care.

Decide with confidence
Our analytics are deep, robust and reliable. Yet they are simple to use and share. As professional asset managers, we know that clarity and confidence are the backbone of a solid decision-making process.

Beautiful. Intuitive. Powerful.
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Versatile. Responsive. Flexible.
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12-Month Free Trial Included
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You'll be charged AFTER your 12-month free trial.
You can upgrade/downgrade anytime.
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BasicPlan


US$20Monthly
1
2
Unlimited
200
Member
Portfolios
Accounts
Products

PremiumPlan


US$50Monthly
3
12
Unlimited
500
Members
Portfolios
Accounts
Products

SilverPlan


US$100Monthly
8
30
Unlimited
1,000
Members
Portfolios
Accounts
Products
For professional pricing request, please contact us.
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