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Altree Financial Group Integrates Admin System

Altree Financial® is pleased to announce its decision to acquire and implement a new enterprise class solution suite for...


Altree featured in MENA FM

Altree was pleased to be asked by MENA FM to share its insights on the importance of jurisdictional prudence...



Family Office

Performance Monitoring

Identifying market exposures and sensitivities across a broad range of financial instruments

We access security masters from leading third-party data vendors for the purpose of calculating and reconciling security prices across global equity, fixed income, commodity and OTC markets.  Altree Services has access to a comprehensive library of customisable statistics, models and tools designed to more effectively analyse individual portfolios.  Our clients are able to:

  • Enter and view cash, security and portfolio snapshots
  • Monitor and assess liquidity levels
  • Dynamically compute up to the minute portfolio balances and NAVs
  • Track cash flows and balances in multiple currencies
  • Conduct benchmark comparisons and customised peer group analysis

Altree Services leverages in-house data migration expertise to ensure consistency of performance calculation across individual holdings and total portfolios.

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