Data Consolidation
Data is consolidated from underlying service providers, presenting a unified view of the investors financial holdings across multiple accounts and institutions.
Flexible Presentation
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.
Enable Performance Evaluation
Investors can compare their returns to market benchmarks to evaluate their investment strategies.
Diverse Report Range
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.
