REPORTING & CONSOLIDATION
Follow your investments with multiple custodians in one comprehensive report.
3T Family Office Ltd offers bespoke portfolio reporting which also enables the consolidation of portfolio data uploaded from multiple custodians (private banks, global custodians and prime brokers). Upon request or at client-defined intervals, we will provide you with our own proprietary reporting service together with a detailed portfolio analysis including performance. For clients or families with accounts at several financial institutions, we can consolidate your assets on a regular basis in accordance with your requirements.