Conifer is unique in its ability to offer and seamlessly support an agnostic, genuine multiple prime broker/custodian service.
Our robust technology, streamlined process and turnkey reporting platform provides consolidated, centralized portfolio reporting and an infrastructure to all our clients regardless of their size, strategy or prime broker.
Building upon existing relationships with every major prime broker and custodian, Conifer offers true multi-prime capabilities including full reconciliation and accurate, consolidated reporting. With more than 35 automated interfaces with prime brokers and custodians, Conifer provides an accurate and efficient solution to working with multiple service providers.