OUR COMPANY

Concord
Consultative Process
Management Team
Case Histories
Press Room

OUR CAPABILITIES

Wealth Management Platform
Technology
Ancillary Products/ Services

OUR CLIENTS

Bank Trust and
Wealth Management
RIAs
Family Offices
Regional Brokerages
CPAs
Law Firms
Insurance Companies

Wealth Management Platform

Account Management

AIMR/GIPS Performance Reporting
Concord provides full color graphic, AIMR/GIPS compatible client reports on a quarterly and/or monthly basis. These reports are customized to your standards and are made available in electronic or hard copy formats.

In addition, the reports are archived for immediate electronic retrieval at any later date.

Concord’s customized, private-labeled performance reporting capabilities are distinguished by:

  • Full portfolio accounting with easy-to-use current client data
  • "On-the-fly" account market values, positions, realized and unrealized gains/losses by tax lot, consolidated asset allocation information, and performance information — all valued as of close of previous business day
  • Online client reporting functionality that can be advisor controlled and administered
  • Online client access to consolidated daily account information
  • Ability to deliver performance reports electronically via private labeled website