Conifer iCon

Conifer iCon℠ is a portfolio aggregation, accounting, reporting and data warehousing solution for asset managers. Conifer’s proprietary web-based platform features accurate, fully integrated reporting, across many products and markets, regardless of which prime brokers or custodians you use.

- Key functionalities include:
- Mobile access to fully integrated and reconciled
- multi-prime broker/custodian reporting
- Flexible information access and delivery
- via data files and/or reports
- Reports that can be fully customized to a
- Manager’s specifications
- Multi-currency and multi-asset class Capability
- Transaction and tax lot level data
- Data integrity and consistency across all portfolios.
- Information is easily accessible by authorized third parties.