As a leading wealth management firm, we offer proactive expert advice and comprehensive capabilities including financial planning, investment management, private and business banking, trust and estate services, philanthropic advisory, online services and family office solutions.
Streamline your process
Gain daily access, analysis and monitoring of the multiple sources of data impacting institutional portfolios, enabling you to effectively analyze and act quickly on that information.
Customize frequently required information
Northern Trust Passport bundles frequently required information into a simple Q&A format, allowing you to drill down and view daily performance, exposure, transaction and asset information on all of your accounts.
Monitor specific events
Obtain easy access to underlying account information, including fundamental risk characteristics such as industry/sector, country and currency.
Quantify total combined exposure to a particular security, industry or geographic region for continual monitoring and management and in the context of current economic, world and market events.
Focus on results
With Northern Trust Passport, you'll spend less time searching for information and more time analyzing the results.
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