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Reporting
We have designed a proprietary reporting system to keep track of your entire investment portfolio, providing you with timely performance and financial information across custodians. You will always be equipped with real-time data in order to make informed decisions.
Accurate Family Office’s innovative culture comes from our belief that everything should be improved and advanced to maintain maximum potential. For this reason, we constantly innovate in order to continually deliver the ultimate client experience for you. Our performance reporting is a testament to this commitment. Fully customized based on your preferences and requirements, our reporting tools will deliver the information you need to not only track progress, but also provide insights well beyond standard investment performance.
Establish Account Access & Data Feeds with Existing Custodians & Investment Managers
Custom Investment Performance and Activity Reporting
Construction & Maintenance of Complex Entity Ownership
Record & Maintain Private Equity History (Capital Calls, Distributions, IRR, Remaining Commitments, etc.)
Track Cost & Tax Basis
Incorporate Uniquely Held Private Assets – Below the Line
Monitor & Reconcile Investment Activity
Proprietary ESG Scoring
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Let us demonstrate how we can add value
Let’s get started together! Reach out today to see how Accurate Advisory Group can help provide specific solutions for you exact financial situation. Getting started is easy! Just fill out the form below and one of our trusted team will be in contact with you!
