Unified Household Reporting

Optimized for investment consultant / managed account reporting:

• Flexible household account groupings including WealthADV UMAs, other managed or advised accounts, partnership interests and other assets, and other unadvised accounts
• Performance by manager, for WealthADV UMAs, separate accounts and funds.
• Household level performance, with drill down to account and asset level.
• CFA Institute GIPS compliant performance calculations; includes all cash flows for true daily, time-weighted returns.
• Flexible benchmarking methods: blended, fixed, policy or custom; with a vast library of available indices to utilize.
• Multiple reporting dimensions including style, asset class, asset type, sector and sub-sector.                                                                                                  Click here to view more Performance Reports

WealthADV Dashboard - Business intelligence at the "point of attack"

• Always Available" reporting on data that is kept current daily. No waiting for quarter or month end.
• View performance returns for any point-to-point date range, not just month-end to month-end.
• Account-household-advisor-office-firm level roll ups.
• "Point & Click" drill down to view underlying detail.
• Extensive administration capabilities for customization and access control.          Click here to view more Screenshots

Project a distinctive image to clients:

• Graphic rich reports with an appealing, effective layout.
• Reports and online client portal reflect your firm's brand.

Flexible packaging and delivery options

• Easily construct customized report packages for clients with the reporting "Wizard".
• Intelligent scheduler for recurring generation and distribution.
• Option to require approval before new reports are accessible by clients.
• Web portal for clients to access reports and current account data, with email notification when new reports are available. Easily construct customized report packages for clients with the reporting "Wizard".