Tell a more
powerful story

Transform how your firm leverages data to unlock actionable insights and clearly demonstrate value to clients. Our expanded reporting toolkit features over 130 new data points from powerful integrations, giving you the flexibility to build highly customized, granular reports that answer specific client questions. To drive operational excellence, you can instantly handle complex reporting needs using an extensive library of 65+ curated, ready-to-use templates, including critical performance analytics and investment income breakdowns.

Clearly communicate your firm's value and streamline the creation of professional, compliant PDF packages. Combine firm-wide branding and default settings with personalized client content, scheduling, and delivery controls to create a tailored experience. Leverage high-impact visual templates—including deep-dive Bond Analysis and Portfolio Value vs. Net Investment reports—to easily demonstrate your strategic impact. You can also create and save customizable templates with rolling window functionality that maintains your chosen structure and formatting while seamlessly adjusting to reflect new timeframes.

Our performance calculation engine provides comprehensive reporting designed to comply with GIPS standards at the firm, household, client, account, asset class and security levels. Enhanced account data and performance reporting deliver valuable insights at the aggregate account level and across underlying sleeves. 

Leverage a broad set of indices across asset classes to compare relevant market results with client portfolios. Decide which indices are included for each account and easily share with clients on a regular or ad hoc basis.

Quickly create custom, blended benchmarks depending on your needs and easily control their display at the global, model or household level.

Through MX, our data aggregation services partner, we can pull in held-away client information daily from thousands of banks, custodians and other financial institutions. This complete financial picture feeds directly into our platform tools to support your client service efforts. To ensure your asset data feeds remain highly reliable and easy to manage, our integration features robust workflows that deliver instant visibility, proactive alerts and seamless re-authentication capabilities.

Clients can self-navigate through performance, holdings, account activity and realized gain/loss data for any period. Dynamic, engaging graphs help narrate and explain changes in performance and what drove them, and custom benchmarks put them in market context.

You determine when and how your reports are created and delivered. Set them to be run by you on-demand, or use the calendar function to generate them automatically at specified cadences. You can have scheduled reports sent immediately to the secure document section of the client portal upon generation.