London-based Multrees Investor Services has unveiled a new interactive web portal for wealth managers to manage client assets more efficiently.
Known as Multrees Compass, the new wealth management portal will provide wealth advisers a range of functionality and tailored services depending on their clients’ requirements.
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Designed as a single sign-on solution, Multrees Compass will deliver a range of integrated services including content management, portfolio modelling, order management and accounting, multi-level business intelligence reporting, and analytics.
Jaco Cebula, chief technology officer of Multrees, said: "Multrees Compass uses market-leading technology to provide wealth managers with a holistic visual display of their own client information and seamless access to Multrees’ range of wealth management tools and services."
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