galleon flagship services
Client
Reporting
We use an intuitive, single login platform for managing your account. You can view your portfolio on any mobile device, manage your account settings, and download digital or PDF reports. explore
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galleon flagship services
& Data
Research
Consolidate, track and analyze your complete portfolio, including non-Galleon accounts such as brokerage, checking, savings, debt, annuity, incentive plans, precious metals, art, real estate, private equity, farmland, and infrastructure. 02
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galleon flagship services
Portfolio
Analysis
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galleon flagship services
Flexible
Reporting
Generate highly customized account statements for activity, performance and a wide range of other reports, including Risk, TCA and more. 04
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galleon flagship services
Optimize
Taxes
We focus on helping you optimize your taxes and provide access to supplemental tax information and reporting. 05
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Client Reporting
Research and Data
Portfolio Analysis
Flexible Reporting
Tax Documents