Equity reporting

Family offices and independent financial advisory firms (IFACs) need a consolidated view of their clients' financial assets in order to provide a quality service. However, obtaining this information is a time-consuming and resource-intensive manual process. Moreover, the information obtained is not always accurate or up to date.

Wealth Reader has entered into agreements with various wealth reporting tools that can now provide a consolidated view of your financial assets and generate better reports, which translates into better decisions.