leftarrow/ REPORTING

True to our ethos, our reporting is personal, scientific and beautiful. Dynamic reporting options, interactive dashboards or clients presentations - our client and firm level reporting tools bring rich data into personalized views to provide a clear understanding of what matters

 

 

 

 

 

 

 

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Data partners

We have deep partnerships across data provider categories, including custodians, data aggregation providers, security reference data providers, portfolio management systems, and other third-party application providers

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