Five custodians. One answer to "where do we stand?"Every bank and custodian reports its own slice, in its own format, on its own schedule. Omnitrade pulls positions, cash and activity from all of them into one current picture: exposure by asset class, currency and entity, as of now rather than last month's statements. Multiple vehicles stay separate, with a family-level view on top.
✓One view across every custodian and bank✓Entity-level separation, family-level view✓You decide exactly who sees what
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