Tell a more
powerful story

Elevate your narrative with elegant,
customizable client and firm-level
performance reporting tools

AdvisorEngine Wealth Management Technology Performance Reporting
AdvisorEngine Wealth Management Technology Performance Reporting
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BENEFITS

Deliver a deeper level
of understanding

Empower your firm and your clients with the performance transparency they need,
from the big-picture view down to individual holdings details
Access to critical data Icn
Access to critical data
At both the client and firm level, drill down to understand the specific drivers of portfolio reporting, and give your clients clarity into the data they need to feel confident in their financial journey.
Efficient scalability Icn
Efficient scalability

Service an unlimited number of accounts with the ability to create, schedule and deploy custom performance reports in under ten minutes.

Complete narrative control Icn
Complete narrative control

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 and branding capabilities.

FEATURES

Turn insights into engaging experiences

For your clients and across your firm, robust reporting capabilities enable you to create, display
and deliver critical performance data in multiple ways

Report builder

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.

AdvisorEngine Wealth Management Technology Performance Reporting - Report Builder
Client portal

Through a self-driven experience, clients can navigate performance, holdings, account activity and realized gain/loss data over specific periods or benchmarks. Dynamic, engaging graphs help illustrate changes in performance and what drove changes in account behavior over time.

AdvisorEngine Wealth Management Technology Performance Reporting - Client Portal
Creation and delivery automation

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.

AdvisorEngine Wealth Management Technology Performance Reporting - Advisor Portal
eBOOK:

How to measure investment performance: The art and science behind it

Accurate, trustworthy performance data helps cement the relationship between financial advisors and clients. Here's a look at the art and science behind it.

AdvisorEngine Wealth Management Technology Performance Reporting - Download Tip Sheet
WHAT ADVISORS HAVE TO SAY

Hear from advisors creating
powerful reporting experience

Fill 1

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.”

Malise Holder

Independent Financial Advisor,
Trifecta Trading

Fill 1

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!”

Gizatta Law

Client Relations Associate,
Financial Designs Corp.

Elevate your
performance reporting narrative

See how you can empower your clients and your firm with better insights, faster