The Stelac IT platform provides our clients with a unified secure system, to access their portfolio data and performance analytics. We use proprietary software to build customized reports and presentations according to the client's needs.
Stelac tracks all investment activity and monitors the portfolio’s investment and risk exposure on a daily basis.
We provide holistic reporting of all assets and liabilities. Portfolio holdings, financial data and transactions are reconciled daily from over 40 financial institutions.
Clients can access their investments through our secured online reporting, and may view updated snapshots of their portfolio daily.
REPORTING AND PRESENTATIONS
Our proprietary software generates monthly reports where portfolio data is presented by asset class, entity, financial institution, region and currency. We can also track key variables such as bank fees, third party performance data, and private equity returns.
Clear, detailed performance attribution is available by asset class, custodian and individual security.