Consolidated Reporting

Keep Control Of Your Assets

  • Custodian bank and asset management cost review
  • Global portfolio consolidations across:
    • Multiple banking entities
    • Financial securities
    • Geographical region & currency
    • Tangible assets
  • Asset classes performance controls
  • Daily cash monitoring

 

 

Bank In Harmony

  • We have no vocation to replace your partners. In a context of internationalization and complexification of standards, the complementarity of our respective missions is fundamental to ensure the sustainability of the heritage strategies of implementation
  • Assistance in selecting relationships with banks as well as asset managers (top down approach)

 

  Our aim is to support the increasing client demand in maintaining all data in one place and have absolute control