Customize reporting with the branding, design, and custom elements that will make your advisors stand-out, including global research, analyst commentaries, and disclosures. Show manager selection and asset allocation impact on performance, enabling advisors to show their value-add to clients.
Streamline report design, data import, and content distribution on a single platform so advisors can spend more time with clients. Quickly incorporate a wide-range of institutional-quality performance, risk, and portfolio attribution analytics. Easily integrate the distribution of client deliverables, research reports, and white papers.
Automate daily custodial data feeds using either your data or our 75+ custodial integrated feeds, and monthly performance and characteristics data via our proprietary manager database. Integrate your internal systems, including CRM or back office Accounting systems, and 3rd party platforms.
Eliminate external data sources (Excel, Access, etc.) that can pose a significant compliance threat, and tailor our rule-based tools to create and manage unique, client-mandated compliance requirements. Facilitate home office control of content and report format by client type, and deploy custom dashboards to easily identify risk across your Advisor network.