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Solution

Rimedio

Portfolio consolidation for single family offices and high-net-worth individuals with investments held across multiple accounts and institutions.

Consolidates all investments automatically every day from multiple banks and institutions.

Compare positions between dates and analyse movements for an account, security or currency.

Monitor transactions and calculate performance for any selection.

Consolidate

A consolidated view gives better follow-up, understanding and control of investments. See the current situation, or go back in time using historical data.

Consolidate all

  • Positions
  • Transactions
  • Performance
Rimedio holdings report with allocation by type, category and currency

Performance

Calculate performance for the total, a selection or specific assets.

Performance with

  • Date range
  • Filtering
  • Percentage
  • Amount
Rimedio performance chart showing net asset value and accumulated return over time

Allocation history

Monitor allocation changes over time to better understand what contributes to performance.

Allocation split by

  • Security type
  • Currency
  • Classification
Rimedio allocation history chart split by security type

Selection filter

Filter any view and performance calculation with a combination of items from several dimensions.

Filter on

  • Bank
  • Account
  • Security type
  • Currency
  • Owner/holder
Rimedio selection filters for bank accounts, account owners, currencies and holding types

Security and access

Delegate individual access rights to users. All communication is encrypted.

User access

  • Selected accounts
  • View only
  • Add new data
  • Update data
Rimedio user dialog for granting access to selected account owners and accounts

Try Rimedio

Contact us for a trial version with sample data — available for Windows, Mac, iPad and Android.

Contact us