If you are an institution, click below to learn more about our offerings for RIAs, Hedge Funds, Compliance Officers and more.



Performance Reporting and Client Management – All from a Single Screen

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PortfolioAnalyst is our robust performance reporting tool designed to meet your rigorous standards.

Improve productivity by consolidating multiple investment accounts for centralized monitoring and administration.

  • Oversee clients' accounts; manage investor outreach and engagement
  • Monitor performance; distill portfolio level data to drive client engagement
  • Provide 24-hour customer access to account data, all from a single interface
  • Access to PortfolioAnalyst is complimentary

View your consolidated financial accounts

  • See the current performance of all of your financial accounts in one place on any desktop or mobile device.
  • Quickly link to your investment, checking, savings, annuity, incentive plan and credit card accounts held at virtually any financial institution.
  • See summary values at a glance for each individual financial institution or consolidated across all financial institutions and different time periods, including current and prior balances, return percentage, and percent change in value.
  • Drill down to view positions and transactions by account or by asset class.
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Unlike other systems, we give you the tools and reports you need to focus on your investments

  • View a variety of reports with easy-to-read color-coded charts.
  • Generate reports on a daily, monthly or quarterly basis.
  • Measure your performance using Time-Weighted Return (TWR) or Money-Weighted Return (MWR) percentage values.
  • Compare your returns to popular benchmarks – over 200 in total.
  • Create your own custom benchmarks.
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Performance Monitoring

24-hour online access to investment holdings. Choose from more than 200 benchmarks to evaluate portfolio performance; compare investment returns to up to three indexes, per report.

Create proprietary indices with our Custom Benchmark tools for improved performance tracking. Use our Performance Attribution report to quickly understand how your weighting (sector allocation) and contribution to return for each sector compare to the S&P 500 for the period of the return.

Performance Attribution Report

Customized Reporting

Automate report creation with templates that generate client cover letters, and performance and asset allocation data tables and charts.

Create both snapshot and/or detailed performance reports tailored to individual client preferences.

Produce printed and/or electronic reports to meet individual client delivery requirements, whether traditional mail, e-mail or mobile device.

Multiple Data Views

Track asset allocations across several criteria: geography, sector, security type and more.

Illustrate holdings using pie charts and tables; refine data via multiple criteria: percentage weight, market value, sector, investment style and more.

Portfolio Checkup provides an at a glance summary of key portfolio analytics.

  • Portfolio Return
  • Risk measures such as Max Drawdown, Peak-to-Valley, Sharpe Ratio and Standard Deviation
  • Portfolio distribution by geography, asset class and sector
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Fund Parser

Our powerful Fund Parser is fully integrated with Portfolio Checkup and helps you understand your ETF and mutual fund exposure. The Fund Parser will provide you with key portfolio information*, including top 10 holdings sorted by weighting, regional allocation, sector allocation across 13 available sectors and allocation by country.

*The data used for Fund Parser is received from a third-party source and is updated at the end of each month or quarter depending on the security.

Additional features that give you an edge

  • Create custom cover letters with Synopses.
  • Manage and forecast dividend and interest income.
  • Monitor portfolio cash flow.
  • Provide transparent expense reporting of management fees and commission.

Want more? Download free PortfolioAnalyst samples:

Safe and secure

We take substantial precautions to safeguard your personal, nonpublic information:

  • We never sell or trade your personal information to outside marketing firms.
  • We restrict access to the personal, nonpublic information that you have shared with us to only those employees who need to know such information in connection with the services that we provide to you.
  • We maintain strict employment policies that prohibit employees who have access to your personal, nonpublic information from using or disclosing such information.
  • Our systems include security measures such as encryption and firewalls.