Our clients also enjoy access to our proprietary reporting system, which has been developed by ourselves and that we use extensively for managing capital.
The uniqueness of the system lies in the ability to combine several investment portfolios, regardless of bank or broker. In this way, you can get an overview of your capital - the exact asset structure, exposure and historical returns.
The use of the Aleph Reporting System allows you to quickly identify inaccuracies in bank reports - possible errors in asset valuations or in the value of the entire portfolio.
Please ﬁnd a short video describing the main features of the system:
You can try out the functionality of the system with our demo portfolio. Use the following credentials to enter: