Firms managing more than a handful of accounts are challenged with handling the generation, creation and distribution of client reports. Some firms do it daily, some monthly and some quarterly. Some print it and mail it, some email it while others host it on a client portal.

We recognize that firms like to represent their reports with their own look and feel, branding, colors and content. Our customization team can provide you the report pages that appear just the way you want, be it a bar chart, a 3-D pie chart or a nicely designed and formatted tabular report.

We support a variety of data sources, Advent Axys®/APX®, Schwab PortfolioCenter®, Black Diamond®, Advisors Assistant®, custodial data or any other source you may have. Your market commentary and other external PDFs can be combined with the report packages as well.

Our clientPortal that hosts these reports has many widgets that can be turned on/off or rearranged. The portal enables viewing current and historic reports and documents. It allows you to exchange documents with your clients. Clients login through your own branded web portal.  

Our AdvisorPortal can be used by firms to provide their advisors one place to view all their relationships, accounts, holdings, transactions and graphical views of all this data. Advisors can analyze holdings while on a call with client or remember or track actions needed to be performed for clients all from one place.