PortfolioAnalyst lets you see your financial performance across the industry in a single view, including investment, checking, savings, annuity, incentive plan and credit card accounts. Once you add external financial institutions, which is a quick and seamless process, you can:
Note that this feature is not available to master accounts of institution account structures.
The Performance Attribution Report helps you determine how your asset allocation and selection of securities affects your portfolio's performance when compared to the performance of the S&P 500 Index. This report includes summary tables that show how your portfolio outperformed or underperformed the S&P 500 Index.