Administrative support for asset managers, family offices, financial advisors, law firms and trust companies involved in the management and/or supervision of diversified portfolios of institutional clients. Through IT support, the following services are provided: portfolio consolidation with real-time reporting and valuation, basic settings for operational limit control, provision of elements for analyzing portfolio risk compliance and systematic control of operational costs and portfolio TER. Diversified portfolios refer to: assets and investments deposited in credit institutions, participations in unlisted companies, real estate assets, art collections, participations in private equity programs and anything that can be valued with deadlines of at least once a year. The company does not provide, as a result, either fiduciary services or services that directly involve it in operational decisions related to the management of the portfolios for which it is responsible for providing accurate and faithful reporting to bank reports.
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