Solutions

Family and Multi-family Offices

PMplus

 

PMplus provides comprehensive functionality for family and
multi-family offices, including user defined groups, clear segregation, automated reconciliation of custodian statements/feeds with workflow, performance and risk analytics, ‘board quality’ reports in the language/character set of your choice and even the distribution of
real-time feeds via unique and secure URLs for customer reporting. Compliance reports tailored for third-party oversight are a central feature of our service.