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Process Efficiency for Managed Accounts

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Reporting

Robust performance measurment capabilities provide insight for portfolio managers while helping you build your GIPS® compliant reports.


Excel-Ready Reporting

  • > Exports directly to Excel without converting from text
  • > Cells pre-formatted to ensure correct data display


Management and compliance reporting

  • > Provides complete data transparency
  • > Creates exception reports
  • > Monitors management processes
  • > Tracks composite rules and measurement
  • > Graphical display of data in Dasboard


Dashboard Graphical Data Display

Our Dashboard feature was built to provide a quick view of information you may frequently want to see, yet with convenient drop down menus for changing input criteria, also allows for on-the-fly refinements to help you hone in on more specific analysis.


AUM & Asset Flows Dashboard


















Performance Dashboard









Of Note: In Focus: Download Center "A key aspect of this feature is the ability for the reports to be delivered as spreadsheets or other preformatted data."
Download Center Reporting Feature