SaaS or On-Premises Software Solution
for Consolidated Global Wealth Reporting
The all-in-one solution to collect, check and consolidate portfolios data, producing detailed reporting of Customers’ Global Wealth.
Multi-custodian data interface
Consolidated Performance AI-based Risk Analysis
Customizable Professional reporting
ORS Smart Wealth Management Reporting addresses the need for a complete and detailed Global Wealth analysis, offering advanced tools to both support compliance checks and produce up-to-date digital reports.