A single view of Investments
The Astute Investment Switch provides an affordable single portal for investment brokers to manage client’s investment portfolios across various Investment companies. This provides a single consolidated statement of all investments for investment clients and enables a holistic view for the investment broker of all Assets Under Management (AUM) within their portfolio of clients. Transactional updates are received daily on all clients across the available Investments companies, consolidated through a standardised data standard into a single easily consumable report.
