Multrees Investor Services has launched an online interactive web portal aimed at wealth managers and private investment offices, that it says will help them manage their clients’ assets more efficiently.

Multrees Investor Services has launched an online interactive web portal aimed at wealth managers and private investment offices, that it says will help them manage their clients’ assets more efficiently.

Multrees said in a statement that the portal will provide a suite of integrated services including content management, portfolio modelling, order management and accounting, multi-level business intelligence reporting, and analytics.

“It is crucial that we continue to invest in technology to be able to adapt quickly and efficiently to changes in the wealth management industry. Our clients have unique requirements and their resources are finite. They want easy access to professional information and control over their clients’ investments to provide a premium service that addresses new regulation. We are committed to providing this support so that clients remain at the forefront of the industry,” said Chris Fisher, CEO of Multrees.

In March, Multrees Investor Services appointed financial services industry luminary Sir Roger Gifford as a non-executive director.

Multrees Investor Services is an independent custody and consolidated reporting specialist for wealth managers and private investment offices.