Business Intelligence Tools
Business Intelligence Tools

Take control of day-to-day operations and strategic planning with our vast array of business intelligence tools.

eAnalytics

Get a better handle on your business at every level—firm, office, investment professional, and account—with powerful reporting tools from Pershing's eAnalytics. Quickly customize ad-hoc reports on account information, such as balances or trading activity, mine data to spot trends, then export or save your work. Choose from 15 predefined reports, including:

  • Mutual fund report, aggregated by fund family and load type
  • Holdings by product type, with summary and detailed views
  • Balances-trends, comparing previous six quarter-end balances
  • Account profile, including name, address, demographics, and type
  • Fee-based brokerage account review, comparing asset-based fees with hypothetical, transaction-based fees

Additional Analytical Tools

Access electronic copies of your clients' brokerage account statements, trade confirmations, and tax statements online via e-Document Suite.™

Report Center allows you to search, view, print, and save more than 1,200 daily and monthly predefined reports, including specific reports on compliance and risk management, new accounts, trading, mutual funds, revenue, and exceptions. You can even set up a list of your favorite reports to quickly access those most frequently used, such as:

  • Account profile report
  • Asset movement activity report
  • Holdings by account type report
  • Revenue by product report
  • Trade history report

Contact us to learn more about our powerful analytical tools.

 

Take Action

Leverage eAnalytics to turn data into information. Create customized reports based on specific client account data and use that information to retain or expand client relationships.