• Investment Performance Reporting
• Client Performance Reporting
• For Your Firm & Advisors
• Data Management & Accounting
• Securing Your Data
• Business Continuity

Client Performance Reporting

Project a Distinctive Image to Your Clients

• Graphic rich performance reports with an appealing, effective layout. Reports and online client portal reflect your firm's brand.
• Flexible household account groupings including WealthADV UMAs, other managed or advised accounts, partnership interests and other assets, and other unadvised accounts.
• Household level performance reports, with drill down to account and asset level.
• Performance reporting by manager, for WealthADV UMAs, separate accounts and funds.
• Multiple performance reporting dimensions including style, asset class, asset type, sector and sub-sector.
• "Always Available" performance reporting on data that is kept current daily. No waiting for quarter or month end.
• True daily, time-weighted performance returns including all cash flows. CFA Institute GIPS compliant performance calculations.
• Flexible benchmarking methods: blended, fixed, policy or custom; with a vast library of available indices to utilize.
• Easily construct customized performance report packages for clients with the reporting "Wizard". Intelligent scheduler for recurring generation and distribution.
• Web portal for clients to access performance reports and current account data, with email notification when new performance reports are available. Option to require advisor approval before new client performance reports are accessible by clients.