Reports analyze every investment category, whether they are financial instruments and alternative assets such as real estate, private debt, and private equity. The client receives an objective, clear, and easily consultable document that consolidates the entire overview of their invested assets with third-party managers or directly by the client into a single tool. Thanks to this consolidated report, it's possible to have a complete and immediate view of one's financial exposure, without the typical fragmentation of various investment sources.
Reports process dozens of indicators and provide a portfolio performance analysis service, supported by consolidated monthly (or upon request) reporting, based on the financial data collected. Through an objective and transparent approach, the client benefits from a 360° view of their investments and their respective returns. Two levels of service are available, adaptable to specific needs:
Cost control and optimization. The sophisticated calculation systems developed by PPM.Alpco allow the centralization of all family assets within a single database, in order to improve overall visibility and efficiency in wealth management. With this information, the client will be able to evaluate without conflicts of interest:
Real estate asset analysis. PPM.Alpco offers a dedicated analysis of real estate portfolios, with particular attention to performance monitoring and cash flow examination.
