Do you have data…… or information? Quick, easy access to up-to-date information
is vital in today’s fast-moving investment markets. But how to monitor your manager’s
performance, examine exposure to a market, currency, sector or holdings? Has a particular
transaction been settled? Are your investments meeting your goals through optimal
asset allocation? These issues, and many more, are a major concern for the experienced
investor.
Reporting Problems that Clients Face
Most investment information comes as printed reports, produced monthly or quarterly
– or less often. But, often, they give either a broad overview of a portfolio or
overwhelm the investor with detail. Getting data on specific holdings or transactions
can be time-consuming and difficult to trace. It’s harder still when several portfolios
with different managers are involved. The quest to turn data into useable information
is yet more complex when the investor has to deal with varied reporting cycles,
multiple currencies and changing formats.
Using Technology to Manage your Wealth
The partners at CandorSys have many years of experience working with wealthy families
and their advisers. We deliver strategic solutions to investment reporting and technology
needs. In meeting these needs, we have developed a sophisticated reporting and consolidation
system that is easy to use, flexible and secure.