Wealth Management Portal Launched

Multrees Investor Services, the independent custody and consolidated reporting specialist for wealth managers and private investment offices, has launched Multrees Compass, an online interactive web portal to transform the wealth advisers’ experience and help them manage their clients’ assets more efficiently.

Multrees Compass offers wealth advisers a range of functionality and tailored services based upon their clients’ needs. Under one single sign-on solution, Multrees Compass provides a suite of integrated services including content management, portfolio modelling, order management and accounting, multi-level business intelligence reporting, and analytics.

Jaco Cebula, Chief Technology Officer at Multrees, said: “Multrees Compass uses market-leading technology to provide wealth managers with a holistic visual display of their own client information and seamless access to Multrees’ range of wealth management tools and services. Just as everyone has their own combination of apps on their smartphone, each wealth manager will have a tailored combination of services based on their log-in; reflecting their specific business models and requirements.”

Chris Fisher, CEO of Multrees, said: “It is crucial that we continue to invest in technology to be able to adapt quickly and efficiently to changes in the wealth management industry. Our clients have unique requirements and their resources are finite. They want easy access to professional information and control over their clients’ investments to provide a premium service that addresses new regulation. We are committed to providing this support so that clients remain at the forefront of the industry.”

Nigel Pilkington, Chairman of Multrees and senior Skandinaviska Enskilda Banken AB executive said: “Multrees has really listened to the industry, thus showing their commitment to supporting clients through dynamic technology solutions, quality products, and effective services that help them to grow their businesses. It’s another milestone on the journey, empowering wealth managers to focus on addressing the multiple needs of their clients and to safely and easily navigate the increasingly complex wealth management marketplace.”