Asset Management Firms
Retirement Plan Providers
Retirement Plan Sponsors
All-inclusive advisor practice management software.
Client Return Summary
Offers individual account performance and aggregate performance through a combination of return data and colorful graphics.
Shows by asset class the beginning and ending market value of each security, withdrawals and additions, income, realized gain, and period investment gain/loss.
Performance Benchmark Comparison
Breaks down the securities in the portfolio by asset class and compares their performance with the different asset class benchmarks for the selected account.
Performance by Asset Class
Shows the performance of each asset class and contributions and withdrawals in the selected accounts.
Performance by Security
Shows the holding’s performance and contributions and withdrawals in the selected accounts.
Performance History by Account
Shows an account’s historic performance in time-weighted return and compares it with the selected benchmark performance.
Performance History by Asset Class
Lists historic time-weighted return for each asset class in the selected account and compares it with the selected benchmark performance.
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