Comprehensive
Reporting Suite
Access free and powerful reporting tools to measure performance and monitoring activity.
Our Reporting Advantage
- PortfolioAnalyst, our free tool for linking investment, banking, checking, incentive plan and credit card accounts into a complete portfolio view to calculate returns, understand risks and measure performance against benchmarks.
- Historical data and reports, including data more than three years old, is available for free.
- Advanced custom reporting capabilities, including powerful flex queries that let you perform highly segmented analysis.
- Export data to a variety of flexible formats, including text, .CSV and PDF.
- Consolidate, track and analyze complete financial portfolios with PortfolioAnalyst.
- Powerful account reporting on activity, trade and risk, plus advanced client reporting capabilities for institutional clients.
- Reporting integration with a variety of third-party portfolio management software providers.