OUR REPORTING SOLUTION

Our DFM Services
 

Our reporting solution forms part of our overall DFM Service Model. The relationship between the DFM, adviser, and client is of paramount importance in understanding the needs of the client. We recognise that one size does not fit all. We will work with you to understand your client book and advice practice.

Our Reporting Solution
 

Our reporting solution consists of portfolio reporting and consolidated client reporting. 

CONSOLIDATED
CLIENT REPORTING
Elevate your advice practice from the rest of the competition. We consolidate your clients statements across various investment platforms.
INVESTMENT
PORTFOLIO REPORTING
Through our portfolio reporting we empower advisors with information, market research, analysis and feedback on our portfolios.
Contact us for assistance with your reporting.
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© 2023 by Sequoia Capital Management

An authorised financial service provider, FSP 49393