The TAM Platform
Our innovative online platform offers 24-hour access to clients and their advisers. It allows instant consolidation of all your investments, real-time portfolio valuations, detailed analysis of investments, performance measurement and details of asset exposure.
Complete Reporting Transparency
You can obtain instant exposure analysis and asset allocation modelling information for every portfolio. Once logged into our secure website, you can access the exceptionally fast and efficient management reporting tools available. Our investment platform allows for immediate and comprehensive internet based valuations, the “reasons why” each investment decision was made and urgent commentary – all in a comprehensive and understandable format. With a few clicks it is possible to draw a full management report and have it delivered as a .pdf file instantly. This reporting package allows for you to choose the dates and style of your report and it is all available at the touch of a button.