Stay ahead of the curve with customized leadership tools for investment analytics & reporting. Our integrated combination of a powerful portfolio management software with preceding data management tasks and vast reporting capabilities enables investors to keep track and retain control of their investment process at all times.
By outsourcing data management and reconciliation tasks, our clients regain precious resources to focus on their core competencies. The portfolio management software provides reliable transparency and a solid basis for informed decision making in any market-phase, essential for in-depth (internal & external) reporting.
We support family offices and ultra-high-net-worth individuals in consolidating assets, performance reporting, investment controlling and investment consulting.
Complementa assists to maximize transparency and to ensure that asset management is optimally geared towards the investor's personal objectives.
For further information please contact:
Head of Sales
+41 44 368 30 87