Data Aggregation and Reporting

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.