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.