My North-East adapts to any device and includes a complete multi-bank data aggregation engine that delivers a complete investment portfolio overview with detailed analysis and drill down capabilities. It can integrate data from any financial institution and enables users to look through funds and drill down to individual single assets. My North-East also includes non-financial assets and provides private spend insights for our families and detailed operational cockpits for charitable foundations.
The platform makes it extremely easy to monitor, compare and evaluate assets and the status of a wide variety of portfolios as well as private spending. It enables us to instantly deliver highly bespoke reports and to always have qualified discussions with our families at a moment’s notice. The internal version of My North-East functions as our CIO and Portfolio Manager Cockpit to monitor mandates and the performance of external managers.
Perhaps the most significant benefit om My North-East is the radical transparency, which the platform delivers to our families and to North-East. It is unique and it corresponds well with our general approach to have all information readily available.
My North-East is based on the Microsoft Power Platform, which is a core part of our digital technology infrastructure.