We understand that implementing a new investment reporting system is a significant step for any family office. We have over two decades of experience in the investment reporting space for multi-billion dollar portfolios. Our Advisory Service will provide a tailored recommendation before you have to commit to any new reporting solution.
We begin by learning about your family office, your reporting goals, and what you want to achieve. This helps us tailor our advice from the outset.
We conduct a high-level review of your portfolio to understand its structure, asset classes, and any unique features that may affect reporting.
We identify any complex or non-standard investments, such as private equity, hedge funds, or direct holdings, and assess how best to report them.
We examine your current reporting setup, whether manual or system-based, to evaluate what’s working and where improvements can be made.
We present illustrative reporting solutions, including sample outputs, based on your needs and the capabilities of platforms like Addepar.
We deliver a clear recommendation and a structured project plan, outlining the key stages, resources required, and how to move forward with confidence.
Benefit from expert guidance on building a tailored investment reporting solution. Our team brings decades of experience in supporting complex family office portfolios, helping you make confident, informed decisions.
Understand exactly what's involved, from timelines to resource needs, before committing to a new reporting platform. We’ll give you a clear plan and, if needed, manage the full implementation to meet your goals.