CONSOLIDATION
This service is especially oriented towards pension funds and other institutional
investors, as well as private investors who hold securities accounts with various
banks/brokers.
With our proprietary „EDEPRO“ software system, we compile on your
behalf all
your financial transactions, consolidate your securities holdings at various
institutions,
and document the performance with our comprehensive software tools. We create
periodical reports that include any specific information you may desire, and
enhance
this information with graphical presentations. In addition, we compare the results
with the respective benchmarks and provide comments on the overall results.
And remember, whenever you wish, you may access online the historical and current
performance, as well as the up-to-date composition of the portfolio.