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Householding & Reports
- Create hosuseholds and automatically associate members, entities and accounts to Axys groups.
- View details of all related accounts in a single screen.
- Quickly model accounts and entities with split ownership.
- Automatically adjust transactions for split ownership and write to customized Axys client files to accurately represent the proportional ownership in performance and holdings reports.
- Generate fund overviews to include in client reports.
- Create Capital Call letters and include capital account commitments, drawdowns, distributions and balances in client reports.
- Generate consolidated household asset reports.
*Axys® is a registered trademark of Advent Software, Inc. Arcons Technology is an independent company and is not affiliated with Advent or any of its subsidiaries.
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