Value Added Services

Data Aggregation and Reporting

For clients that choose Oracle for traditional or discretionary consulting and have challenges with reporting across multiple local, regional and/or national custodians or investment advisors, Oracle can help. 

Since 2006, Oracle has aggregated data for clients with multiple investment advisory relationships.  Our multi-advisor data aggregation and portfolio reporting service enables our clients to maintain relationships with multiple advisors.

There are many challenges related to managing and reporting on multiple advisors and/or custodians, including: consolidating inconsistent reports, capturing accounting data, aggregating asset allocation information, implementing new asset allocation strategies and rebalancing their portfolios.  If aggregation of your data has become a challenge, we have an aggregation service solution.

Philanthropy

We can help you make a real difference to the world. We help families and individuals pursue their philanthropic vision more effectively so that they can truly contribute to the social causes that are close to their heart.

Click below to request more information about Oracle Capital investment management services.

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