Rimedio.

A solution for single family offices and high net worth individuals, with investments held across multiple accounts and institutions.


Consolidate, view, report and follow-up on investments and transactions.
With historical positions users can compare situations between dates and analyse movements for a particular account, security or currency.
Monitor transactions and calculate performance based on a selection.
Consolidates all investments automatically daily from multiple banks and institutions.

Consolidate

A consolidated view provides better follow-up, understanding and control of investments.
View the current situation, or go back in time using historical data.

Consolidate all

  • Positions
  • Transactions
  • Performance

Performance

Calculate performance for the total, a selection, or spesific assets.

Performance with

  • Date range
  • Filtering
  • Percentage
  • Amount

Allocation history

Monitor allocation changes over time to get better understanding of performance contributors.

Allocation split

  • Security type
  • Currency
  • Classification

Selection filter

Filter any view and performance with a combination of selected items from several dimensions.

consolidated view with pie chart

Filter on

  • Bank
  • Account
  • Security type
  • Currency
  • Owner/holder

Security and access

Delegated individual access right to users. All communication is encrypted.

consolidated view with pie chart

User access

  • Selected accounts
  • View only
  • Add new data
  • Update data

Do you want to try Rimedio? Contact us to get a trial version of Rimedio, accessing test data.
Test version with sample data available for Windows, Mac, iPad and Android.