Portfolio reporting and data management services to family offices

Nexdigm partnered with an IT platform provider as an implementation partner to provide portfolio reporting and data management services to Ultra-High Net Worth family offices. We also offered tax advisory services, technology integration and outsourcing services during the course of the partnership.

• Using a specific/special IT platform meant for portfolio consolidation for family offices
• Accounting and reporting of the entire wealth of family offices with on –demand access of financial data with controlled access restrictions
• Data aggregation, investment accounting and reconciliations by domain specialists
• Custom reporting of investments across geographies, currencies, asset classes, financial advisors, etc
• Enterprise grade security and privacy

• Accurate recording and timely reporting of family office portfolio
• Encrypted database and enhanced security of data
• Provided application rights to the client to access and manage portfolio information and reports