Reporting as a service

Up to date, accurate, decision oriented reporting which meets the requirements of the addressees – that is what we are competent in.

Apex Reporting Services

Outsource your investment reporting

Get perfect reports on a regular basis

For banks, pension funds, independent asset managers and family offices

With Apex Reporting Services you or your clients receive professional best practice investment reports. We regularly produce investment reports based on your transaction data. These reports are sent to you in print or in PDF. We valuate holdings, consolidate portfolios across banks and process all your information into concise statements which facilitate your decision making.


Oliver Gloor
Tel: +41 44 454 84 84


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