AWARD-WINNING
Custom Report Writer
View Wealth Performance Reporting Your Way With Our Custom Report Writer
Our custom report writer innovations continue to have a meaningful impact on helping family members and advisors protect and grow their multi-generational wealth
Easily Build & Customize Reports
Our Custom Report Writer Features:
Intuitive Interface
Users can build their own reports with drag-and-drop visualization for digital and PDF-print.
Report Library
Select pre-built modules from our report library including performance, allocation, alternative investments, allocation over time, target and range, policy drift, risk and return, top holdings, gain/loss, fees, activity, income/expense, and more.
Quick Setup
Drag and drop any widget to any position on the report, then customize each widget by selecting a portfolio (grouping of data), selecting a model to view/structure that data, and time series. This empowers wealth owners to analyze their wealth, and managers, on their terms while empowering advisors to illustrate their value on their terms.
Create the Exact Views You Need With Custom Report Writer
With Custom Report Writer, viewing progress in the layout you need is not a problem. For example, on a single page you can:
- Analyze your allocation by ESG mandate for your foundation,
- View performance by vintage year for your partnership,
- See risk/return by investment manager for your family’s brokerage accounts,
- And monitor investment policy drift by private equity strategy for your trust.
The combination of views is unlimited, delivering speed, power and control to family offices and their advisors for faster, better decision making.
Take Control of Report Package Distribution
To create and auto-schedule a complete client investment report package, including cover page and table of contents, users can:
- Select any and all reports from our report library,
- Customize each report by selecting the data set, data model, date range,
- Add/remove and re-order columns for a personalized layout,
- Select the schedule for the report to auto-run,
- And make available for family members, staff, and advisors on an on-going basis including daily, weekly, monthly, quarterly, annually.
This provides enormous operating scale with the highest level of personalization so everyone can view and analyze their data on their terms.
