Time wasted in manual data aggregation and investment reporting is better spent on actually creating value for your families.
No matter how many accounts, deposits and banks – with eInvestmentReporting you get a consolidated view on your assets and a bank independent valuation of all your listed positions.
Private equity investments, real estate, artworks or a sports car collection – with eInvestmentReporting you can supervise all of your wealth at any time in one place.
With eInvestmentReporting you achieve a new kind of transparency. Analyse any part of your wealth with interactive drill-down features or let the reporting be tailored to your needs.
At KENDRIS we’ve been supporting family offices for decades. We know how challenging it is to have an accurate overview of your wealth. That is why we did not create just another tool but rather a holistic approach that matches your individual needs.
Many family offices struggle to keep an adequate overview of the total wealth and its composition. With our easy to use eInvestmentReporting these struggles belong to the past. You get an overview with all of your asset classes in one place – even non-bankable assets such as private equity investments, art collections or real estate.
Many Investment Reporting tools fail to achieve real cost transparency. With eInvestmentReporting you get a clear presentation of relevant investment transactions and the associated costs. Thus, you do not only see where your performance excels but also what fees occur.
Every family office faces different challenges. That is why we did not create a one-size-fits-all solution, but one that adapts to your individual requirements. You need a personalized dashboard? You want a customized page with your own analysis? eInvestmentReporting has you covered.
How much time does your family office spend to aggregate data from countless banks, convert the different formats and integrate non-bankable assets? Statistics show: a lot. But it doesn’t have to be. In our eInvestmentReporting we do not only aggregate data from different banks and other sources, but we also process, integrate and reconcile them accordingly.
We are facing challenges that influence our economies, societies and environment. The impact of investment allocations become increasingly important. Due to our unique partnership with Globalance World, the eInvestmentReporting features an ESG overlay that shows the effect of your investments on our world and the future.
Personal and without any obligation – our experts will answer your questions and guide you through our eInvestmentReporting
We earned the trust of private individuals, cooperations, family offices, foundations, and institutional clients through diligent and solid high-performance delivery with sustainable partnerships. Personal. Independent. Digital.
No. The data of banks not connected to our interface can still be loaded into our system in a semi-automated way or, as a last option, manually.
We use SIX Financial Information for master data and quotes and Infront SA for FX rates and Currency Forward valuations.
We use Microsoft Power BI for the front end with Microsoft SQL Server databases in the backend. Our accounting system is Moneysoft developed by Megos.
Our solution is fully customizable. Depending on your needs and requirements, it can be applied out of the box, tailored to your needs or redeveloped from scratch.
Matthias Geissmann | Director MSc in Computer Science, CFA, FRM
