Features and Benefits for Clients

With Adhesion Reporting your clients gain:

  • Distinctive, graphic-rich reports with an appealing and effective layout which reinforces your brand.
  • Comprehensive household level reporting unifying various family entities, custodians and products - including 'held away' accounts or holdings.
  • Daily, time-weighted performance measurement, including all cash flows, with multi-period returns calculated in compliance with CFA GIPS standard. Performance dimensions include style, class, asset type, and sector.
  • True UMA sleeve level performance reporting, as well as manager reporting for separate accounts and funds.
  • Comprehensive, flexible benchmarking methods - Blended, fixed, policy or custom with a vast library of available indices.
  • Online inquiry and electronic report delivery (with email notification).
Client Performance Reporting

Click on the image for a graphical overview of Client Performance Reports