Engaged Design
Multrees Investor Services is a specialist provider of consolidated reporting, investment administration and custody solutions to Investment Managers and Family Offices.
Using 'Engaged Design' we provide bespoke service solutions for our clients, tailored to their business models, allowing them to provide scalable high quality services to their customers.
Informed Opinion
Case Study: Investment Administration
Our client had already made significant investment in its own portfolio management and reporting architecture. It needed a flexible investment administration solution together with onshore and offshore custody for its family office client base.
Case Study: Client Reporting
With a unique investment process and supporting infrastructure our client required a custody and client reporting solution to enable it to efficiently scale its business.
Case Study: Portfolio Management
We were engaged by a well established firm which has a sophisticated investment strategy, but required a fully hosted infrastructure and custom service solution.