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Performance Reporting
Advisor Performance Reporting
Advisor Performance Reporting™ is a proprietary Tamarac application that uses information from PortfolioCenter and from the Advisor system to generate and save any number of custom reports to match your client and internal analysis needs. Advisor provides an easy to use interface that makes customization and collation one-off or bulk reporting fast. Advisor Performance Reporting will improve the quality and professionalism of your client communications while strengthening your firm's brand.
Advisor Performance Reporting:
- Create and save custom report templates from a wide variety of client/internal needs.
- Data fields and columns are customizable so you can include only the data you want your client's to view.
- Customized charting tools provide for professional client presentations.
- Upload your own custom pages into reports to eliminate the need for collating.
- Track performance vs. market indices.
- Batch reporting allows you to quickly generate reports across your entire firm. Reports are automatically delivered in PDF format for printing, portal delivery and e-mailing to your clients.
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