DENVER--(BUSINESS WIRE)--WealthTouch Inc. (“WealthTouch”), the leading independent consolidated portfolio reporting platform for private banks, ultra-high net worth families and their trusted advisors, announced today a new international wealth management client, Biscayne Capital.
In addition to its growing number of global private banking clients, this latest client addition illustrates the continued market penetration of WealthTouch into the registered investment advisor (RIA) sectors, primarily in the United States, Latin America and Europe.
Biscayne Capital is a successful, post-crisis firm that is growing internationally at a rapid pace with offices in Miami, Florida, Montevideo, Uruguay and clients in Brazil, Argentina, Venezuela, Ecuador and more. With a strong base of Latin American clients, Biscayne Capital selected WealthTouch as its provider of consolidated portfolio reporting services to bolster the premium service it already provides to its clients.
“We evaluated a number of portfolio aggregation and reporting solutions and WealthTouch quickly rose above the pack…for a number of reasons. Specifically, their ability to report on complex, high net worth portfolios, including alternatives, combined with their multi-currency reporting capabilities and multi-lingual support while maintaining confidentiality as the foundation of their technology,” said Roberto Cortes, Chief Executive Officer at Biscayne Capital. “We anticipate the WealthTouch offering will be an added value solution for our firm and clients.”
“WealthTouch is very pleased to be working with Biscayne Capital. As one of the premier international wealth management firms in the southeastern US, their robust, high-touch service model is well aligned with WealthTouch’s offering,” said Norman Jones, Chief Executive Officer of WealthTouch. “We’re looking forward to facilitating Biscayne Capital’s continued growth through the integration of our platform and services.”
About WealthTouch
Founded exclusively to serve ultra-high net worth families and their trusted advisors, including private banks and family offices, WealthTouch delivers greater financial clarity, control and peace of mind through its suite of consolidated reporting solutions. The company aggregates and reconciles complex, multi-faceted financial data from thousands of different sources and transforms it into clear, concise, highly accurate reporting, which provides advisors and clients a powerful decision-making tool and true portfolio intelligence. Established in 2001, WealthTouch reports across all asset classes, custodians and currencies to create an unbiased and independent view of a family’s complete wealth picture. WealthTouch’s secure, web-based reporting platform provides multi-period, on-demand performance and transactional reporting that is elegant and easy to understand. For more information, visit www.wealthtouch.com.