Portfolio Management Reporting
Maximize your time and scale back-office processes with the #1 portfolio accounting solution used by advisors.
Integrated Tools for Efficient Oversight
Say goodbye to stale data and menial, manual work. Tap into powerful portfolio accounting software designed to save you time, scale your back-office processes, and ultimately spur growth.
Key Offering: Reports
Drive business growth and do more for your clients by streamlining your daily portfolio accounting tasks.
Rich Component and Data Point Library
Create branded reports tailored to preferences using a range of performance, allocation, and trading data components.
Security-Specific Components and Metrics
Supports targeted reporting for specific investment types or clients, such as fixed income or crypto.
Automated Report Generation
Schedule batch reports to generate automatically.
Shareable Client Reports
Easily share reports to the client portal with customizable notifications when reports are posted.
Portfolio Management Highlights
Drive business growth and do more for your clients by streamlining your daily portfolio accounting tasks.
Dashboard and Business Intelligence
Gain actionable insights across your entire book of business, including AUM growth, revenue trends, performance, and net new client assets.
Investment Strategy Management
Build and manage custom models, generate on-the-fly investment proposals with flexible outputs, and track composite strategies with ease.
Portfolio Alerts
Proactively manage client relationships with automated alerts for new cash deposits, RMD reminders, portfolios out of balance, and more.
Achieve Next Level Success
Propel productivity and growth with the industry’s
#1 All-in-One software.