Adviser seeks aggregator and reporting solution for multi-asset securities portfolios


Published on: 24th April 2023

Timeline expectations: In the next 3 months


Official STAK Submissions » Other Profession


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Open to bids

Deal value


Adviser to UHNW seeks single platform for consolidated reporting and aggregation of portfolio positions held with multiple discretionary investment managers in the Crown Dependencies and Switzerland. Respondees must be able to demonstrate a strong track record of delivering reporting solutions including detail at individual position and consolidated reporting level.

Specialist Wealth & Family Office Services

Beneficiary net worth $100M