Performance Reporting Features
Online or PDF performance reporting
Report on performance using daily time-weighted return (TWR) or internal rate of return (IRR). Easily select trailing time periods, calendar periods, or even custom periods.
Performance benchmarks
Compare realized client performance against fully custom benchmarks, built using any allocation of indexes, ETFs, mutual funds, and stocks.
Performance at any level
Aggregate performance for a single account, a group of accounts, fractional shares of accounts, a client household, or even your whole firm.
Performance on held-away and cryptocurrency accounts
Include held-away, cryptocurrency, and manually tracked accounts in performance reports.
Client and advisor portal
Interact with intuitive, dynamic reports and charts in your branded portal. Share documents securely.
