Solution introduction
Wealth overviews at your fingertips - whenever it suits you
Reports constitute the core of Assure Wealth's services, giving you an overview of the entire wealth portfolio covering accounts, deposits and other assets
Assure Wealth has developed a unique reporting tool that monitors and handles the reporting of our clients' securities holdings and provides consolidated reports covering and combining data from asset managers and banks. This overview and ongoing reporting provide a solid basis for an independent assessment of your investment performance.
Even if you switch assets managers or add new ones, your reporting structure and reporting format remain unchanged.
Wealth reports available in My Assure:
- Holdings overview
- Transaction summaries
- Performance overviews
- Asset allocation reports
