By: Hannah Berry
Associate Director Hannah Berry discusses the use case of our consolidated reporting platform.
A complex solution that we've looked at recently is a
consolidated reporting platform.
The nature of our business
and the types of clients that we deal with mean
that we're often dealing with families across
multiple jurisdictions with multiple custodians, all
with different needs, and we found that we need to be able
to build something that clients would be able to go
to in one place to see everything,
which is a real differentiator for Stone Egg Fleming
because a lot of our competitors won't do
that and can't do that.
Whereas Stone Egg Fleming, we're able to,
and we proactively will deal with multiple custodians
and we have jurisdictions all over the globe,
and we've found that it's made a real difference.