Streamline reporting with the ability to create and edit custom reports, aggregate portfolio data for any asset class or currency and visualize portfolios instantly.
Resources
Comprehensive, customizable portfolio reporting tailored to your needs
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.
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.
Portfolio projection
Report for a wealth manager/private bank showing investment performance and holdings for a multi-asset class portfolio, with performance contribution.
Private equity exposure
Sample report to summarize private and venture investments, with portfolio data at the constituent level and performance contribution.
Real assets
Quarterly client report for a selection of real assets including wine, real estate, watches and art.
Single/multi-family office
Quarterly investment report for a $300M multi-asset class portfolio client of a family office.