Investment advisors can quickly analyze, research and gain confidence
in calculated rates of return, and then create customized, “boardroom
quality” performance analysis presentations in just a few clicks of
the mouse. Each presentation is formatted to your specifications and
automatically collated, and can include cover pages, disclaimers and
any supplemental information you wish to add (see
Automated Client Presentations:
Off the Printer and Out the Door case study).
The fully customizable, Web-based interface maximizes the
efficiency of each user by tracking groupings of settings used to
review and report performance data. The drill-down functionality
and graphing are truly intuitive and provide complete flexibility
and powerful tools to identify the value that your advice adds to
each portfolio or composite.
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Professional
