Portfolio monitoring

We don't provide investment reports, we deliver independent investment reviews that provide actionable insights on every portfolio we monitor - there's a big difference. Our approach to portfolio monitoring is investment governance-focused and purpose-built to help trustees manage their investment responsibilities, including access to an experienced and appropriately qualified Governance Manager and our investment governance platform, Connect. Check out our Connect page.

It sounds like a bold claim, but the answer is yes! We are investment manager and geography agnostic and do not charge different fees for monitoring portfolios from different providers. As long as the investment manager or custodian is able to provide us with appropriate data, our Connect platform will do the rest. We can even monitor portfolios with investment managers that can only provide Enhance with PDF statements. Check out our Connect page.

No, Monitor reviews provide an independent assessment of your portfolio and should be considered in addition to your investment manager reports which are always the primary, audited custodial record of your portfolio's performance, holdings and transactions. Monitor reviews help you put the investment manager reports into context and provide actionable insights on your portfolio. 

We provide trustees with free access to our investment governance platform, Connect. All portfolio, client and practice level reviews are available as interactive digital dashboards, PDF reports and CSV extracts. We can also email PDF reports direct to your inbox or land reports and other relevant Connect data directly in admin systems that we have integrations with. Check out our Integrations page.

Yes, this is our secret sauce! Our Connect platform acts as an interactive governance hub that brings together all portfolio, client and practice level information for you. Whether you have one or one thousand different entities to manage, Connect has got you covered. This is why Enhance is the number one portfolio monitoring service provider for trust companies around the world. Check out our Connect page.

We aren't just a tech platform; we just have great tech. Every trust company we work with has a dedicated Governance Manager, who is an experienced and appropriately qualified investment professional. Our Governance Managers connect the dots between our tech, independent analytics and your portfolios using our Connect platform as a central hub for service delivery and governance workflows. Check out our People page.

Every portfolio we monitor pays a fixed, transparent quarterly fee irrespective of how big, small, complex or simple the portfolio is. The amount depends on the type of review we deliver and this amount is discounted for trust companies who use the Monitor service for multiple entities and portfolios. Access to our Connect platform is bundled into this portfolio-level fee, which makes us highly cost-effective. The only additional charges we may levy relate to onboarding and API access.