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First Rate Advisor enables immediate access to
rates of return and their supporting data through easy-to-use,
Web-based tables and graphs featuring complete drill-down
capabilities. |
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.
First Rate Advisor will redefine your perception of performance
analysis by giving you a clear understanding and confidence in
your portfolio’s transaction-based rates of return and then
creating “boardroom quality” presentations that communicate the
value of your investment strategy in just a few clicks of the
mouse. |
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