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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...

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Altree featured in MENA FM

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

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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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