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: