Offer broad diversification via a separately managed account crafted to your client’s personal goals.
Deliver tax advantages through direct ownership of the underlying securities. We harvest losses throughout the year—not just in Q4.
Reflect your client’s values through personalization tools that make ESG investing easy and intuitive.
Construct risk-managed exposures across a range of benchmarks specific to your client.
Mattisteam offers end-to-end real estate data aggregation services that allow you to build and manage complex and expansive real estate database, helping you drive profitable business outcomes. In addition, our relentless focus on data quality, accuracy, and integrity helps us ensure delivery excellence.
Elevate transparency, manage risks and make informed decisions based on real-time asset data, which is fully integrated with financial and operational systems.
Utilize flexible scenario modeling, comparisons and forecasting capabilities to support real-time valuations, enabling your team to make informed decisions.
Get value from your data in less time. Tap into holistic data management driven by the most advanced technology to seamlessly integrate portfolio data from internal and external sources.
Streamline accounting to boost returns from your real estate investments, all from a single, comprehensive platform with auditable workflows and exports.
Build credibility with transparent, insightful investor reporting through an open exchange of information on unique investor dashboards. Includes investor CRM, portal and document management.
Benchmark, refine and optimize your investments, backed by at-a-glance performance insights.
Our Commercial Property Team acts for a number of clients in relation to the management of their portfolios and has been involved in a number of high-profile transactions . Highlights include:-