Performance Reporting Features

Report on performance using daily time-weighted return (TWR) or internal rate of return (IRR). Easily select trailing time periods, calendar periods, or even custom periods.

Compare realized client performance against fully custom benchmarks, built using any allocation of indexes, ETFs, mutual funds, and stocks.

Aggregate performance for a single account, a group of accounts, fractional shares of accounts, a client household, or even your whole firm.

Include held-away, cryptocurrency, and manually tracked accounts in performance reports.

Interact with intuitive, dynamic reports and charts in your branded portal. Share documents securely.