Private Reporting is an investment reporting platform for wealth managers.
Private Reporting was originally designed by a Single-family Office searching for an adequate solution to get the full picture of their assets and their performances. As they couldn't find a tool both powerful and intuitive, they decided to build their own app: one that would truly understand the needs and workflows of modern wealth management. The days of managing investments with spreadsheets were over!
Following enthusiastic feedback from other asset management professionals with similar experiences, Private Reporting became available as a SaaS in 2021.
Private Reporting helps wealth managers build more engaged relationships with their clients through:
-> Pragmatic and advanced functionalities that make life easier for both advisers and clients.
-> Customisable and stylish reports that consolidate all types of assets: financial/real, listed/private.
-> Smart data and performance analytics that run on a robust and secure architecture.
Company Details
- Employees
- 3
- Founded
- -
- Address
- Level 10 - 76 Berry Street, North Sydney,new South Wales 2060,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- privatereporting.com
- Keywords
- Investment Reporting, Assets Consolidation, Portfolio Analytics, Performance Measurement & Contribution, Cash Flows Monitoring, Family Offices, Wealth Management Professionals, High Net Worth Individuals.
- HQ
- North Sydney, New South Wales
Private Reporting Questions
Private Reporting's website is privatereporting.com
Private Reporting's LinkedIn profile is https://au.linkedin.com/company/private-reporting
Private Reporting has
3 employees.
View email and phone details for 3
employees at Private Reporting.
Private Reporting's industry is
Financial Services
Private Reporting's top competitors are
Legalfi Trinity,
Marion County Treasurer's Office,
Uff - Conseil En Gestion De Patrimoine,
Capital Union Bank,
Union Securities Switzerland,
Ivesta Family Office,
Edmond De Rothschild Asset Management,
Origami Groupe,
Telios Investments,
Hilbert Investment Solutions.
Private Reporting's categories are Financial Services
Private Reporting's founding year is 2014
