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

For Your Firm & Advisors

WealthADV Advisor Portal -
Business Intelligence at the "Point of Attack"

• "Always Available" reporting on data that is kept current daily. No waiting for quarter or month end. 
• Supports multiple affiliates and locations, with distinct branding. Hierarchical, role-based access security model ensures appropriate access to client information.
• Client information viewable at multiple rollup levels:  account-household-advisor-office-firm, with drill down to account and asset level.
• “Dashboard” console provides quick, graphical view of important firm level metrics of activity and exposure.
• Flexible household account groupings including WealthADV UMAs, other managed or advised accounts, partnership interests and other assets, and other unadvised accounts.
• Optimized for investment consulting/ managed account reporting. View manager performance for WealthADV UMA sleeves, separate accounts and funds.
• Multiple reporting dimensions including style, asset class, asset type, sector and sub-sector.
• True daily, time-weighted 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 report packages for clients with the reporting "Wizard". Intelligent scheduler for recurring generation and distribution. Option to restrict client access to reports prior to advisor approval.