Peak Performance
Harlequin Investment Reporting
A powerful reporting and investment analyse tool
Peak Performance
A powerful reporting and investment analyse tool
A streamlined, focused approach
We have developed an affordable platform tailored for external asset managers and family offices, providing everything you need without becoming the central focus of your operations - so you can stay focused on what matters most.
01
Our application solution is developed for institutes, Trust Companies, Family Office, Wealth Family and direct clients allowing to manage multiple clients(asset categories online and to consolidate all their holdings in one place without any manual work by importing the data automatically from the bank's statement, consulting firms, fiduciary in pdf or electronical format
02
HIR allows the definition of a set of ad hoc reports easily retrievable online in pdf and Excel format or directly online. A powerful tool facilitating coordination, data transparency and multi users access
03
We are aware of the importance of the information that are elaborated by our solution. There are several level of security and privacy you can select in order to fulfill your needs
04
The platform is modular and can be tailored to your specific needs and budget. You only use — and pay for — the features you truly need. There’s no requirement to rely on expensive market data providers or to implement unnecessary functionalities.
05
We prefer Swiss Server and we do not rely on US or non-European servers. You decide where your data is stored — whether on secure cloud infrastructure protected from third-party and foreign jurisdictional access, or directly on your own on-site systems. All data is fully encrypted to ensure maximum security and confidentiality.
HIR enables the consolidation of data across multiple levels and a wide range of asset classes, including both bankable and non-bankable assets and liabilities.
Manage your portfolio, real estate, privately owned companies, and other assets within one unified platform designed for multi-user collaboration.
Generate fully customizable, flexible, and automated portfolio reporting with advanced investment calculations powered by state-of-the-art technology.
Gain clear, consolidated insights through dynamic visualization, reporting, and analysis -designed to support faster and better investment decisions.
HIR enables data consolidation across multiple levels and a broad spectrum of asset classes, including both bankable and non-bankable assets and liabilities. Built for flexibility, the platform adapts seamlessly to your specific requirements.
Generate fully customizable, flexible, and automated portfolio reporting with advanced investment calculations powered by state-of-the-art technology.
Gain clear, consolidated insights through dynamic visualization, reporting, and analysis - designed to support faster and better investment decisions..
Unlock fully customizable, flexible, and automated portfolio reporting, with advanced viewing and analysis capabilities.
Your data remains highly confidential, with flexible encryption levels tailored to your requirements. Storage is available in Switzerland or Europe on dedicated, secure servers - or, if preferred, you can deploy your own physical on-premise infrastructure for maximum control.