Families & Individuals

Reporting

Providing timely and accurate performance and financial information for all your holdings.

We harness the power of cutting-edge technology to effortlessly manage and monitor your entire investment portfolio. Our robust platform enables us to track and analyze performance and financial information across a wide range of investments and custodians, ensuring comprehensive oversight. With our advanced reporting tools, you have access to real-time data, empowering you to make well-informed decisions. We prioritize transparency and provide you with the tools and insights you need to stay informed and confident in your investment strategies.

At Socius Family Office, we understand that each client has unique preferences and requirements when it comes to reporting. That’s why our reporting system is fully customizable to cater to your specific needs. We provide you with the information you need to track your progress and gain valuable insights that can assist with your forward planning. Our goal is to simplify your experience by delivering tailored reports that align with your goals and priorities.

At Socius Family Office, we offer comprehensive reporting capabilities that empower our clients with valuable insights and transparency. Our reporting services cover a wide range of areas, including:

  • Seamless establishment of account access and data feeds with your existing custodians and investment managers.
  • Ongoing monitoring of investment activity and performance, ensuring you stay informed about the progress of your portfolio.
  • Customized investment performance and activity reporting tailored to your specific needs and preferences.
  • Efficient construction and maintenance of entity ownership, providing a clear overview of your ownership structure.
  • Effective management of private investments, including tracking commitments, capital calls, distributions, performance, outstanding commitments, and uniquely held assets.
  • Accurate tracking of cost and tax basis, enabling you to have a comprehensive understanding of your financial position.

With Socius, you can rely on our robust reporting capabilities to access real-time data, gain valuable insights, and make informed decisions to drive your financial success.

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GET STARTED WITH: Reporting

GET STARTED WITH Reporting FOR Families & Individuals

Speak to Socius Family Office today.