“EasyAUM has been an outstanding partner for our firm. They have helped us with various aspects of performance reporting including composite reporting and individual client reporting, as well as assisting us with complex data management issues. They take a collaborative approach to helping clients solve their reporting needs. Their staff is knowledgeable, professional and very easy to work with. We really appreciate the work that they have done to take our performance reporting to the next level.”
– SVP, Strategic & Product Development
Client Profile: Independent Financial Services Firm, $15B AUM, over 100,000 households, 290,000 accounts