Wealth Technology

Platform & Reporting

Purpose-built platform for consolidated portfolio reporting and analytics

Client Platform

Consolidated portfolio visibility, reporting, and analytics

Our purpose-built digital platform provides secure access to portfolio information across banks, asset classes, entities and investment structures.

Developed and operated by Cattani AG, it combines configurable dashboards, analytics views, governed PDF reports and structured data exports to support transparent monitoring, informed decision-making and efficient review.

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Space telescope
Key Capabilities

Structured monitoring and governed reporting

  • Portfolio overview, consolidated visibility across marketable securities, private assets, liquidity, entities, and accounts
  • Configurable monitoring views, dashboard views tailored to review priorities, portfolio structures and monitoring needs
  • Analytics & reporting, performance, asset structure, liquidity, exposure, and portfolio evolution views
  • Governed PDF reports, point-in-time reporting prepared using defined cut-off dates
  • Structured data exports, normalized and reconciled portfolio datasets for further review, analysis, and internal documentation
  • Private market tracking, commitments, capital calls, distributions, and valuation updates

If you would like to discuss consolidated reporting, portfolio visibility or secure digital access, we invite you to contact us.

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Private intelligence

Governed AI access

One governed platform and accountable provider

CWM integrates private intelligence within its portfolio and reporting platform, bringing data, financial definitions, permissions and answer governance under one responsibility.

Every question remains customer-scoped, and private AI receives only the authorized information required for that question—never unrestricted database access.

Traceable answers use the same financial definitions, dates, currencies and calculations as CWM screens, reports and exports.

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Related Insights

Further reading on portfolio data and infrastructure

See how a controlled data foundation and Swiss-operated infrastructure support reliable digital reporting.

Building a Golden Source Portfolio Dataset

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Sovereign Swiss Infrastructure for Sensitive Financial Information

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