Bringing you live news and features since 2006 

Computer screen

Multrees launches wealth management portal

RELATED TOPICS​

Multrees Investor Services has launched Multrees Compass, an online interactive web portal that aims to help wealth advisers manage their clients’ assets more efficiently.

Multrees Compass offers wealth advisers a range of functionality and tailored services based upon their clients’ needs. Under one single sign-on solution, Multrees Compass provides a suite of integrated services including content management, portfolio modelling, order management and accounting, multi-level business intelligence reporting, and analytics. 
 
Jaco Cebula, chief technology officer, says: “Multrees Compass uses market-leading technology to provide wealth managers with a holistic visual display of their own client information and seamless access to Multrees’ range of wealth management tools and services. Just as everyone has their own combination of apps on their smartphone, each wealth manager will have a tailored combination of services based on their log-in; reflecting their specific business models and requirements.” 
 
Chris Fisher, CEO of Multrees, says: “It is crucial that we continue to invest in technology to be able to adapt quickly and efficiently to changes in the wealth management industry. Our clients have unique requirements and their resources are finite. They want easy access to professional information and control over their clients’ investments to provide a premium service that addresses new regulation. We are committed to providing this support so that clients remain at the forefront of the industry.”

Latest News

BlackRock's iShares, an undisputed leader among European ETF issuers, pushed further ahead in Q1 with EUR173 billion in trades, triple..
European ETFs raised USD47.8 billion in Q1, a 15 per cent increase compared to the same period in 2023, according..
LSEG Lipper’s March report finds that globally equity ETFs (+EUR113.2 billion) enjoyed the highest estimated net inflows for the month,..
Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..

Related Articles

etf active trading
Latest Morningstar data shows actively managed ETFs’ share of the US ETF market rose to 8.5 per cent at the...
Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by