Reporting
Conifer’s proprietary web-based platform features accurate, fully integrated reporting, across many products and markets, regardless of which prime broker or custodian our clients use.
Key benefits of our reporting platform include:
- Fully integrated and reconciled multi-prime broker/custodian reporting capability regardless of prime broker
- Flexible information access and delivery via data files and/or reports
- Customized reports
- Global remote connectivity via secure internet connection
- Multi-currency and multi-asset class capability
- Transaction and tax lot level data
- Data integrity and consistency across all portfolios.
- Information is easily accessible by authorized third parties.
