Consolidated financial account reports can offer a broad – all-encompassing — view of customers’ investments regardless of where the assets are held and may even include non-securities assets.

Hidden investments can become difficult to trace after an investor’s passing. A Consolidated Account Statement (CAS) helps ...

Fund administrator SEI Investments is incorporating Advent Software's account consolidation product, Advent TrustedNetwork, into its investment processing program. The combined software will allow ...

If one company owns part or all of another company, it may be required to prepare a consolidated financial statement. The companies remain separate legal entities and each maintains its own set of ...