Reporting & Analytics

Leverage highly-configurable tools to tell the story your way.

Generate intuitive reports and dashboard analytics that convey progress and portfolio details in the way your clients want to see

Intuitive Reports. On-Demand Analytics.

Our Reporting & Analytics lets you choose from a library of pre-built investment display widgets to quickly create the exactly what you need to share portfolio investment progress and detail with your investor clients. Customize and add your branding and insight to further share your unique value.

Tell the Story for Your Clients

Create decision-enabling dashboards that tell exactly the story your client needs, driven from our vast library of pre-built display widgets.

Spotlight Your Brand

Integrated white label support lets you represent your brand in all client interactions, offline and on.

Vault Document Management

Access our dashboard vault to enable public and private client information management in a single secured place.

Avoid the Need for IT Support

Users can quickly build new reports layouts without the need for custom engineering.

Ready-Made Widgets Make Creation Easy

Choose from numerous data options and graphs when composing dashboards: allocations, absolute and comparative performance, risk measures, trades, holdings, gains & losses.

Schedule Reports to Keep Clients Up-to-Date

Our built-in mail shooter lets you send or schedule report mailings to a group of clients.

Stay Organized

Unlimited hierarchical portfolio views for household structures.

Stay Connected with Chat

Integrated webchat lets you instantly communicate with investors.

Export & Distribute

Transform your dashboard into exportable data in PDF or XLS formats, maintaining the same displayed layout.

Accessibility from Anywhere

Portfolio positions available to investors anytime and anywhere.

Several Supported Models Available

Several information models available to meet the best market practices.


"We now have more data to support analyzing the portfolios, which means that we can make more data available to our clients through the website or the mobile applications."

Pablo Garcia Drake


Leia as histórias de sucesso de nossos clientes

Explore Our Fully-Integrated Investment Management Modules


  • Integration to Financial Sources
  • Customer Success Team
  • Customer Support Team
  • API Layer Integration
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