Solutions for Private Wealth
Managers
As a Private Wealth Manager you need
to satisfy the reporting requirements of your clients whilst
balancing the demands placed on your internal resources to produce
them. You know you need to offer an excellent reporting service to
win business.
You know that if you really impress your
clients with the quality and promptness of your reports this will
lead to happy clients and new referrals. The sheer volume of
data required for the number of portfolios you manage makes your
task even more complicated. In response, some managers have divided
clients by assets resulting in different levels of service.
If you don’t like offering some clients a lesser service than
others, now you don’t have to.
StatPro
Seven, our analytics service offers all you need and
more. Any portfolio can be analysed either using holdings based or
transaction based methodology. Holdings based analysis is far less
data intensive and yet more than adequate for most purposes. You
can use transaction based analysis for your larger clients or for
representative strategies and holdings based analysis for the
majority of your clients. You can also offer your clients a superb
risk management service that will help you guide them in their
wealth preservation and growth objectives.
Our service is provided online and our IT service levels are
designed to meet the highest standards of confidentiality and
security. Named individuals within StatPro will be assigned to your
dedicated service to ensure trouble free support. Because we also
offer market data and index information we can reduce your
infrastructure costs making the service very economic.
A list of our clients is available here.
To learn more about StatPro Seven and all its
functionality click on the links below.
Service – Report analysis that will win you new
business
Economic – Fees are from $25 a year per personal
portfolio
Efficient – Zero footprint IT solution, secure and
combined with market data
To learn more about our product suite please
contact us