RMB provides a variety of asset reporting options. For the greatest level of instrument and activity detail, we can provide direct interfaces with most money management firms. In these cases, information on each asset is tracked daily, and aggregated into the statement format of your choice. Additionally, up to date information is available 24-7 through our secure web access portal.
Where less detail is required, we are able to aggregate data monthly or quarterly to your trust statement, or we may simply attach copies of asset manager statements to your regular trust statement.
No matter what your reporting needs are, RMB offers a personalized solution.