Portfolio managers can accommodate individual requests from VIP clients with flexible reporting

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Banks and portfolio managers are increasingly seeking to build trust between their organisations and their clients by outsourcing financial reporting.

The HEMONTO-solution ensures that a bank or portfolio manager achieves an independent and confidential business partner. For smaller banks, we offer a strong solution to manage their in-house portfolios. This includes reporting of return and risk management comprising e.g. value-at-risk and interest rate risk. For portfolio managers, we offer to report individually to the portfolio managers’ clients. In this case, we can adjust the frequency and content to fit the individual needs of the portfolio manager´s clients. Therefore, several portfolio managers have selected us to report to their VIP clients.



Overview is the key to success, and the HEMONTO-solution provides you with a daily consolidated overview across your selection of banks and portfolio managers



We set no restrictions on your selection of preferred portfolio managers. A flexibility that helps you to diversify risk and ensures a more stable return



Our solution offers an independent and confidential business partner that operates with the highest degree of professionalism, security, and discretion



We release you from all administration of vouchers, reconciliations, and accounts, which are replaced by tailor-made consolidated reporting, risk management, and controlling