A holistic view of investor assets has always been an important strategy. The ability to accurately and clearly illustrate performance and progress towards a goal for any point in time helps the best advisors collaborate with clients more effectively. With Wealth Reporting and Insights, we deliver an accurate, single view of your client’s assets, even those “held away,” to help advisors present a complete financial picture and guide better decision making.
Accurate performance reporting is an integral part of the wealth management business and is an expectation of your clients. Quarterly Performance Reporting provides access to a comprehensive performance reporting package – meeting your firm’s needs for automated quarterly processing.
We also offer personalized rate-of-return calculations, configurable reporting packages and flexible delivery. Choose one or all of our performance reporting solutions. Or, you can leverage our data consolidation and performance calculation methods to deliver performance data through your own systems and reporting solutions.
In addition to providing your clients with the performance-related information they need, Wealth Reporting and Insights can also be leveraged to obtain insight into an advisor’s practice. There’s variety of reports that can be used to provide business perspective such as Clients by AUM, Clients by Holdings, Product Distribution and more. By taking advantage of these reports, advisors and their firms are able to gather the insight needed to make informed decisions about their business.
1 With consent to such historical data by the former broker-dealer
Technology services provided by Pershing X, Inc., formerly known as Albridge Solutions, Inc.