Access all your financial data, in one place, any time.

Too often families rely heavily on one individual as the knowledge holder for all financial exposures, investments and arrangements. Consolidating your data not only make this individuals job easier due to improved transparency, but it also provides an information safety net for families that depend on this individual. 

Our data consolidation, including direct investment exposures, provides time saving share reconstruction and consolidated tax reporting making you and your accountants job that little bit easier.