Wealth can create significant burdens due to the amount and complexity of the information to be managed, and the challenges of consolidating portfolios with potentially hundreds of positions across a number of asset classes and custodians. A crucial element of our service is helping our clients organize their information and consolidate the entire reporting system.
Performance Reporting in a Secure Client Portal
Andina clients have access to a personalized website where clients and their advisors can input virtually every aspect of a family’s financial profile. Cash flows, assets, liabilities, and other financial parameters combine to deliver detailed financial statements and forecasting capabilities. In addition, Andina’s performance reporting system feeds investment holding information into the personalized website. The client portal also features a secure document vault that allows you or your tax and legal professionals to store and access important documents such as wills, trusts, contracts, deeds, and insurance policies.