Automatic securities reporting, securities management outsourcing and controlling for utilities
Utilities benefit from Assure Wealth's solutions. Our setup makes it simple to collect data for ongoing management reporting and risk management of the entire portfolio managed by the utility.
Being a utility and a client with Assure Wealth, you can auto generate professional reports at all levels of your portfolio – whenever you need them. We also provide utilities with reports looking through portfolios.
Thus, the Assure Wealth reports are an effective management tool for executive boards and boards of directors to gain an overview of the overall portfolio and its impact on their utility's financial ratioat all times .
As an example, the Assure Wealth ESG Reporting provides a simple overview of how portfolios currently align with utilities' sustainable investment goals.
Niels Brøndsted, CFO of Jysk Energi
"Assure Wealth's wealth reporting gives us the overview we need"
DIGITAL MANAGEMENT AND CONTROLLING
Outsourcing of utilities' securities management
Quite a few utilities outsource their securities management to Assure Wealth.
Assure Wealth provides all required portfolio records and supporting documents for audit We make sure that all transaction data is automatically uploaded in your utility's finance system. We also offer auto reconciliation of accounting records in your finance system.
By outsourcing their securities management, utilities' securities management process is digitalised. This is a great administrative time-saver for your utility's accounting department.
Controlling and accounting of utilities' securities
Assure Wealth offers securities controlling for utilities, calculation and verification of brokerage fees and foreign currency rates. We also monitor investment frameworks.
In addition, we offer our expert knowledge of managing and controlling securities to utilities' accounting and controlling functions.