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.
Our online reporting applications help you effectively manage your data and portfolio analysis, investment decisions, and performance analytics, so you can minimize report production and devote more time putting the results to work.
Obtain accounting, fund management, plan valuation, risk and performance and securities lending information in standard and customized reports using Management Reporting. In additon, Advanced Archiving provides historical reports on CD.
Corporate Actions Delivery & Response
Receive and respond to corporate action events through our Web-based corporate action notification and voting application, allowing you to electronically monitor and communicate corporate action investment decisions more effectively. View the CDR tour for more information.
Ad Hoc Query Tool
Sherlock empowers you to define data elements, set filtering, and decide how you want your information sorted. The design of this custom report generator supplements Management Reporting, allowing you to effortlessly navigate across account, asset, and transaction types. Your results can be exported easily into spreadsheet or other business applications.
Enjoy 24-hour access to current conditions on the global markets and our subcustodians to understand the mechanics of investing globally.
Remain informed with the most current information on international markets. Review economic analysis for global markets to pinpoint the opportunities, risks, and mechanics of investing internationally. Analyze current tax, trade settlement, legal, regulatory, depository, and registration information to improve your understanding of the different market practices worldwide.
Obtain real-time news flashes detailing current market conditions, enabling you and your investment managers to monitor the endemic risks of the markets comprising your global portfolios. If you need further research, an historical archive of past Atlas Bulletins is available for to you search either by date or country.
We developed our custody online services with your needs and interests in mind. Find out today how our valuable business tools can ease your reporting workload, allowing you to spend more time analyzing the results.
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