Consolidated Reporting

Our family Office Portal Keeps Your business at your fingertips

It's your information. You should have access to it anytime you want. With our consolidated reporting, you have a complete and accurate picture of your finances just a click away.

Our secure, state-of-the-art portal enables you to have access to your complete financial picture anytime, from anywhere. Store your sensitive documents and information in an encrypted, password-protected digital vault. It's more accessible than a safe deposit box, more secure than a physical vault or firebox in your home, and it's backed up by multiple servers so your information is never lost.


  • Financial statements (balance sheet, income and cash flow statements)
  • Statements of financial condition
  • Rolling 12-month reports
  • Consolidated entity reports
  • Asset allocation
  • Performance reporting
  • Detailed holdings reporting
  • Custom reports