Wealth Management Reporting

Wealth Management Reporting

The Ryland Gray Investment Platform, ReGister, provides an on-line Portfolio Reconciliation and Reporting service.  This real-time, web based valuation and transaction viewing platform can facilitate direct viewing by both the individual client and the financial institution.
A variety of additional services are also available, including bound hard copy valuations and investment performance reviews issued to investment clients on a periodic basis as frequently as required.

Ryland Grays aim is to develop your Wealth Management reporting facility into a full scale interactive online fund database, combined with a set of fully functional wealth management financial planning tools.  This concept allows for streamlined, efficient communication between you, the institution, and your client – increasing client retention by

From an Institutional Perspective:

  • Professional presentation in your ‘Own Brand’ livery
  • Ideal Portfolio Management Tool
  • Strategic client analysis
  • Can provide a valuable marketing tool
  • Secure Web Based access to all facilities

From a client perspective:

  • Up to the minute, real time Investment Valuation, regardless of the size and complexity of the investment Portfolio
  • Complete Transaction History instantly available

With our up-to-the-minute technology, we have the ability to provide a simple or as complex a report as you require.