Conifer iCon | Panload

Conifer iCon℠ is a portfolio aggregation, accounting, reporting and data warehousing solution for asset managers. Conifer’s proprietary web-based platform features accurate, fully integrated reporting, across many products and markets, regardless of which prime brokers or custodians you use.

- Key functionalities include:

- Mobile access to fully integrated and reconciled

- multi-prime broker/custodian reporting

- Flexible information access and delivery

- via data files and/or reports

- Reports that can be fully customized to a

- Manager’s specifications

- Multi-currency and multi-asset class Capability

- Transaction and tax lot level data

- Data integrity and consistency across all portfolios.

- Information is easily accessible by authorized third parties.