Data Consolidation
Data is consolidated from underlying service providers, presenting a unified view of the investors financial holdings across multiple accounts and institutions.
Data is consolidated from underlying service providers, presenting a unified view of the investors financial holdings across multiple accounts and institutions.
Users can access reports across all accounts held with different service providers or at a specific account level. Family or group level reports can be generated with appropriate consent.
Investors can compare their returns to market benchmarks to evaluate their investment strategies.
Facilon Report provides a range of reports, including transaction details, holdings summaries and more. These reports are generated based on client consent granted to service providers, ensuring seamless access to key information.