Global Reporting
Multi-Currency
Whether your investors hold EUR, USD, CHF, or GBP assets, Multi-Currency reporting keeps totals and performance views understandable in each client context.
Cross-Border Clarity
Higher
Manual FX Work
Minimal
Client Trust
Stronger
Why It Matters
Manual currency conversion workflows are slow, inconsistent, and difficult to explain to clients.
Core Capabilities
- Portfolio tracking across multiple base and asset currencies
- Consistent presentation layer for investor statements
- Clear valuation context in dashboard summaries
- Works seamlessly with shared fund-level updates
Turn Multi-Currency Into a Client-Winning Advantage
Book a walkthrough to see exactly how this feature works in your advisory workflow, with your client model and reporting process in mind.
Related Features
One-Click Portfolio Updates
Enter fund performance once and cascade the update to every linked client portfolio instantly.
Client Portal
Give each client a secure, modern dashboard for holdings, performance, documents, and updates.
White-Label Experience
Deliver a fully branded investor experience with your identity front and center.