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.