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Get interactive and intuitive investment reporting, dashboarding, and workflow tools. Mosaic is our proprietary, cloud-based hub designed to help fiduciaries manage their investment responsibilities.

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Mosiac
Mosaic

A custom-built investment hub for fiduciaries with reporting, dashboarding and workflow tools.

With a thoughtfully-designed and engaging interface, Mosaic makes managing investment governance and compliance responsibilities easy. Developed in-house and constantly evolving based on fiduciary feedback, Mosaic digitises and elevates our clients’ experience.

Investment manager universe
  • abrdn
  • barclays
  • blackrock
  • brooks-mcdonald
  • charles-stanley
  • cibc
  • citi
  • credit-suisse
  • efg-bank
  • evelyn
  • gam
  • goldman-sachs
  • handlesbanken
  • investec
  • j-p-morgan
  • merrill-lynch
  • morgan-stanley
  • morningstar
  • nothern-trust
  • pictet
  • rathbones
  • rbc
  • rothschild-co
  • schroders
  • st-jamess-place
  • strip
  • syz
  • ubs
  • vontobel
Why Fiduciaries Choose Mosaic
reporting

Curated output

Mosaic provides a suite of investment reports designed to help fiduciaries consistently and compliantly manage portfolio, client and practice level investment governance. Reports can be customised or our industry-leading EMAP, CPAR and MIR templates can be adopted.

Reporting
dashboarding

Interactive insights

Mosaic provides a range of dashboards and visualisations to help fiduciaries properly understand and engage with their investment portfolios. Constantly evolving based on user feedback, Mosaic makes investment governance interesting, transparent and efficient.

Dashboarding
workflows

Easy administration

Mosaic provides workflow tools that help fiduciaries keep on top of investment governance responsibilities. Whether a task is completed in Mosaic using one of our native tools or via one of the third-party systems we integrate with, Mosaic provides an audit trail on all relevant portfolio activity over time.

Workflow
Data providers
  • barclays
  • citi
  • goldman-sachs
  • investec
  • james-hambro
  • lgt
  • pictet
  • syz

Why Enhance?

Independent

We are an owner-managed company with broad staff equity participation. We are independent and don't receive any fees from investment managers so we can always act in the best interests of our fiduciary clients.

Innovative

We combine our talented team of investment, data and software experts with custom-built technology to deliver a growing  range of investment monitoring and consultancy services to a broad spectrum of fiduciaries. 

Integrated

We integrate Mosaic with a variety of different apps and platforms to provide flexible, interactive access to our services. We can also build custom integrations for fiduciaries with specialist requirements.

Interested in learning about Mosaic?
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