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Get a Unified View of Your Investments 

Facilon Report consolidates investment data from various service providers to offer a unified reporting dashboard. Investors can access detailed reports on trades, holdings, and balances, and evaluate their investment performance at individual or group levels.

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The reports are generated based on client consent and information from various service providers across accounts. Users can view reports at the account or family or a group level if consent is granted.

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Access detailed transaction, holding and corporate action reports

from all service providers.

Consolidate financial data

across multiple accounts and providers for a unified portfolio overview.

Generate custom reports

to evaluate performance at the individual or family level.

Compare investment performance

against market benchmarks to gauge success.

Secure and controlled access

to reports, ensuring only authorized users can view sensitive information.

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