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Elevate the performance narrative with elegant, customizable reporting tools at both the firm and client-level
Service an unlimited number of accounts with the ability to create, schedule and deploy custom performance reports in minutes.
You decide which data points your clients should see, when reports should be generated and delivered, and how you want them to look with robust design capabilities.
For your clients and across your firm, robust reporting capabilities enable you to create, display and deliver critical performance data in many different ways
Our performance calculation engine provides comprehensive reporting designed to comply with GIPS standards at the firm, household, client, account, asset class and security levels. Customize data views for firm principals, advisors or clients with a variety of configuration options.
With licensed data from index providers such as Bloomberg, MSCI and S&P, 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 our data aggregation services partners, including DST and MX, pull in held-away client information daily from banks, custodians and other financial institutions so your reporting and planning can be much more holistic.
Create personalized reports for every client with built-in branding capabilities and features that allow you to control content, scheduling, and delivery options easily. Create and save report templates with rolling window functionality that maintains structure and format but adjusts content to reflect the new time frame.
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.
If we had to describe our overall experience with AdvisorEngine in one word, it would be "relief". Productivity has increased, financial planning has become simpler with the goals-based financial planning tools, client engagement is at an all-time high - it relieves us that we can do less admin and spend more time helping our clients.”
Independent Financial Advisor,
You have a great product, a wonderful team to work with, and I am happily satisfied with how we are able to use AdvisorEngine to meet so many of our needs in giving our clients red carpet service as well as having what we need to meet compliance regulations. Great job!”
Client Relations Associate,
Financial Designs Corp.
See how you can empower your clients and your firm with better insights, faster