Portfolio summary and performance reporting across all portfolios for internal and client use.

Reference data from 3rd-party Security Master across all portfolios for reports.

Include assets include holdings of various asset classes from multiple countries of origin.

Standard data management and normalization process on Market76 platform, including a direct feed from Manager’s Security Master source.

Manager tracks client histories and produces reports through the M76 app.

Manager can download standard-format data files with all portfolio information to use directly in 3rd-party analytics software.

Manager can reduce the resource allocation for their internal information management operation.

Manager can now easily test and implement additional strategies without the worry of excessive additional overhead, allowing them to gain a broader clientele.