Client Portfolio Data & Reporting

Clients access portfolio data and reporting including holdings, transactions, and performance data, as well as portfolio and model analytics including risk/return information, forecasting, and drift reporting.

Data Aggregation

Our easy to use data aggregation solution allows clients to link financial accounts from over 12,000 institutions seamlessly integrating held-away assets and liabilities into comprehensive net worth reporting.

Configurable Client Reports

Build a one-off presentation for a client meeting, or schedule the production of quarterly reports delivered directly to your entire client base through the client portal for a fully automated process.

Advisor and Firm Level Reporting

Access a deep set of practice management data including client performance, portfolio details, billing, revenue attribution, digital onboarding progress and more.

Advisor Portfolio Reporting Tools

Flexible searching, grouping, and filtering capabilities allow for a personalized view into the most important clients reporting data whether you are preparing for a client meeting, or reconciling performance outliers.

Practice Management Trend Reporting

Trend analysis and ranking widgets provide deep insights whether viewing data for a specific advisor or across the firm’s full book of business.

Client Profile Data

Access a robust set of client data ranging from asset allocation, transactions, positions, and taxlots to flexible portfolio performance risk and return analysis, billing and revenue data, and comprehensive net worth reporting.