Aggregate portfolios with our modern wealth dashboard
Aggregate portfolios across banks, private equity, and alternatives – all in one place.
Built for Singapore's evolving wealth management landscape. Ready for multi-jurisdictional portfolios.
problem statement
Fragmentation is a pain
We spoke with wealth managers and family offices – everyone is struggling with fragmentation.
🔒 Locked in spreadsheets
⏱️ Time-consuming to reconcile across custodians
🧩 Inconsistent, slow, and error-prone
modern wealth platform
A complete, transformative technology and data dashboard
Consolidate and unify all your data so you can seamlessly analyse any portfolio, provide clients with a complete and useful picture, and offer the best financial advice.
Track public and private investment in real time
Visualise performance in an all-in-one secure dashboard, with live market data from external sources.
Auto-generate performance reports for clients
Create workflows that do the heavy lifting for you. Send out personalised reports to your clients.
Consolidate assets across banks, custodians and Excel files
Aggregate portfolios across DBS, UOB, OCBC, Saxo, HSBC, and more.
who is it for
Designed for those who manage complex wealth
Single/multi family offices
Independent asset managers
Private wealth professionals
Sign up now.
A unified wealth platform for modern portfolio reporting
© All rights reserved. Atre
