WealthTouch Announces Crow Holdings Capital Partners, L.L.C. As a New Client

Aug. 25, 2011 - PRLog -- CHCP selected WealthTouch for consolidated reporting based on its platform scalability, feature rich functionality and tier one data security. As an investment advisor, CHCP recognized the need for a robust portfolio aggregation, reconciliation and reporting solution.

“Our team conducted a significant amount of due diligence when it came to selecting a portfolio reporting solution. Seeking to go through the search process only once, we did it right…casting a wide net and closely evaluating many of the major players in the space before choosing WealthTouch as our provider,” said Danielle McLean of CHCP. “We know having a proven, high-functioning reporting platform is a critical must-have. We are excited about what WealthTouch brings to the table, and look forward to building a long-lasting relationship with them as we grow.”

This latest client addition exemplifies WealthTouch’s distinctive capacity to serve fast-growing, sophisticated ultra-high net worth advisors, family offices and RIAs.

“Our customer base of many large, global private banking clients across the globe affords WealthTouch both the security infrastructure and technology platform to accommodate the unique needs and exacting standards of multi-billion dollar families and family offices becoming RIAs. WealthTouch is a natural fit for this enterprise,” said Norman Jones, Chief Executive Officer of WealthTouch.


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.

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WealthTouch is the leading independent consolidated portfolio reporting platform for ultra-high net worth families and their trusted advisors. It delivers greater financial clarity and control consolidated reporting solutions.