Monitoring & Reporting

Monitoring and reporting services:

  • Consolidated report on all bank accounts;
  • Consolidated report on all family assets according to specified parameters;
  • Consolidated profitability report and comparison with profitability target;
  • Annual financial performance;
  • Risk notification;
  • Online reporting system;
  • Determination of the actual value of wealth and current income;
  • Cash flow planning;
  • Private accounting;
  • Cash flow management – paying bills, receiving proceeds, issuing payments, and budgeting.
Dmitry Sherstobitov Service Founder