Data Aggregation and Reporting
For institutions that choose Mason for traditional or discretionary Outsourced Chief Information Officer (OCIO) consulting and have challenges with reporting across multiple local, regional and/or national custodians or investment advisors, Mason can help. Since 2006, Mason has aggregated data for institutional clients with multiple investment advisory relationships. Our multi-advisor data aggregation and portfolio reporting service enables our institutional clients to maintain relationships with multiple advisors.
There are many challenges related to managing and reporting on multiple advisors and/or custodians, including: consolidating inconsistent reports, capturing accounting data, aggregating asset allocation information, implementing new asset allocation strategies and rebalancing their portfolios. If aggregation of your data has become a challenge, we have an aggregation service solution.
Mason is a full-service investment consulting firm with broad resources and capabilities. We have designed multiple services and service models to meet the differing needs and requirements of our institutional clients.
Click below for more information about Mason’s consolidated performance reporting and data aggregation services for institutions.
Click below to request more information about Mason’s data aggregation and reporting services.
Washington, DC Area Office:
Address: 11921 Freedom Drive, Suite 1000, Reston, VA, 20190
(703) 716-6000 (Phone)
(703) 716-6020 (Fax)
San Francisco Bay Area Communications:
(925) 365-1603 (Phone)
(925) 365-1756 (Fax)
Sign up for updates
Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc.
Mason Investment Advisory Services, Inc. is a SEC registered investment advisor and has an affiliate, Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org).
All information contained on this website is © Copyright, Mason Investment Advisory Services, Inc.
All client portals are provided on an “as is” and “as available” basis. Use of these websites is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website. Using the portal requires the use of a password and a user name. Please take appropriate security measures to maintain the confidentiality of your password and username.