Tell a more
powerful story

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.