Resources

Comprehensive, customizable portfolio reporting tailored to your needs

Streamline reporting with the ability to create and edit custom reports, aggregate portfolio data for any asset class or currency and visualize portfolios instantly.

Wealth manager/private bank

Report for a wealth manager/private bank showing investment performance and holdings for a multi-asset class portfolio, with performance contribution.

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Multi-currency, 
multi-asset class

Quarterly investment report, multi-currency and multi-asset class portfolio for a HNW client in the UK/Europe with various tax wrappers.

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Portfolio projection

Report for a wealth manager/private bank showing investment performance and holdings for a multi-asset class portfolio, with performance contribution.

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Private equity exposure

Sample report to summarize private and venture investments, with portfolio data at the constituent level and performance contribution.

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Real assets

Quarterly client report for a selection of real assets including wine, real estate, watches and art.

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Single/multi-family office

Quarterly investment report for a $300M multi-asset class portfolio client of a family office.

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