Wealth Passport is an industry-leading, web-based platform for ultra-high-net-worth families, their family offices and their advisors. It offers them advanced data aggregation and reporting capabilities with detailed summaries of their net worth and performance measurement data — enabling them to make informed strategic decisions.

Money Movement

• Easy, secure online set up available 24 x 7
• Flexible security levels to meet your needs
• Transactions may be one-time only or recurring at your specification
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Asset Aggregation

• Consolidate assets, including nontraditional assets such as real estate and fine art.
• Receive a single, timely view of assets held inside and outside of Northern Trust—all consolidated within our secure environment.
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Net Worth Summary

• Obtain a complete financial picture of an individual’s or family’s net worth.
• View all assets and liabilities.
• Access key data, such as daily, monthly, quarterly or annual rates of return—and view key details, such as transaction history.

Reporting

• Receive concise, user-friendly reports that allow monitoring of asset allocation; pricing; taxes; transactions; security exposure; valuation; exchange rates and securities information.
• Use the customization feature to modify accounts for which you want reports, or to add or remove data.
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General Ledger

• Use this feature to meet accounting and reporting requirements.
• Convenient functionality allows definition of multiple entries, accounting periods and charts of accounts and structures.
• Provides data security with encryption for both transmission and storage of data.
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Partnership Reporting

• Allows for individual participant accounts.
• Drill-down capability enables partners to view their portion of underlying assets and direct holdings.
• Enables family partners to accurately evaluate asset allocations.
• Integrated capabilities include adjusted valuations, exposure summaries and performance data.
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Performance Reporting

• Provides an array of performance reporting options, including snapshot views of performance through the Net Worth Summary.
• Access detailed information, such as entity- and security-level performance, asset allocation and attribution analysis.
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A Seamless Level Of Support
As a client of Northern Trust, you are assigned a Relationship Manager, an Account Manager and a Reporting Consultant who are committed to providing you with the highest level of service. Your Relationship Manager serves as the primary point of contact and provides access to all Northern Trust products and services, while your Account Manager serves as a day-to-day contact, monitoring your daily account activity. The Reporting Consultant ensures that you are fully utilizing the reporting and query tools of Wealth Passport. Reporting Consultants train you on the platform and assist in the setup and use of all capabilities of the platform. Further, we provide you with assistance through training sessions, comprehensive web-based help and full-time support staff (24-hours a day, seven days a week).