We work as a client solutions provider, anticipating changing market needs and developing innovative products designed to help our clients be more effective in managing their portfolios and working with investors.
Conifer Financial Services understands the importance of technology to investment operations. From portfolio management and accounting to liquidity management, document management and data warehousing, we offer exceptional tools and resources to simplify your job as a fund manager.
The heart of our multi-manager solution is an advanced cloud-based data-hub that ensures clients and their investors receive comprehensive and consistent portfolio reporting accessible over the web. Our technology seamlessly integrates data from multiple parties into the centralized data-hub. By providing a single source for all data, we help you eliminate errors and simplify report creation and distribution. Key benefits of the platform include:
iCon℠ is an industry leading cloud-based tool for portfolio aggregation, accounting, reporting and data warehousing. Conifer’s proprietary web-based platform features accurate, fully integrated reporting, across many products and markets, regardless of which prime brokers or custodians our clients use. Key benefits of the platform include:
Conifer provides a comprehensive Form PF solution including aggregation and mapping of data and the production reports for filing with the SEC.