If there’s a “product” we provide, it’s our reports. Whether it’s a visual or numerical report, most of our clients come to us in search of automation and reporting that can consolidate across entities and investment managers. Some want us to automatically integrate data from other sources like brokerage accounts, credit cards, oil and gas, private equity or real estate holdings. In other words, their growth or complexity is about to outgrow their current software and or people that know how to use their software. It’s time for the next level of sophistication, Burgher Haggard.
Why reinvent the wheel? We have been listening to our clients’ needs and building a treasure chest of process integration and report templates since 2006 that future clients can benefit from. Whether your reporting needs are for your CPA, CFO, or for a non-active investor/shareholder, we are confident we can provide the right reports for your family or fund needs.
At Burgher Haggard, we use up-to-date reporting technology to help you make the most of the information you already have. We provide objective, independent investment reporting to ensure you have the details you need to make important decisions. Consolidated analysis of multiple investment reports is displayed on easy-to-read dashboards to help you stay abreast of your private wealth investment performance. Reports include:
Personal Investment Data Aggregation
Private Wealth Investment Performance Reports
Consolidated Multiple Investment Reports
Cross Company Reporting – the ability to format and run reports that consolidate information from multiple entities such as a consolidating financial statements or a daily liquidity report that reflects cash balances for multiple companies on one report. See reports for detail… Report 1 Report 2 Report 3
Consolidated Investment Manager Report – the ability to have one report that consolidates many investment managers or brokerage firms into one report. This report will track each manager’s fees, portfolio rate of return and compare it to a comparable benchmark. This report will also track taxable gains/losses for the portfolio and summarize bond holdings. See reports for detail… Report 4 Report 5 Report 6
Oil and Gas Reporting – the ability to track a well by itself, or by the Operator, County or State. The ability to see non-financial information in the reports, like price received for your oil or gas by month. See reports for detail… Report 7 Report 8
Client Dashboards– a series of metrics that are important to see from an owner or CFO level. See report for detail…. Report 9
Drill Down Reports – self contained, prerun, emailable reports that can be drilled through from a consolidated line item, to the company level, to the division or department, to the account, and all the way down to the transaction detail. All without needing access or a license to the accounting software.