We can automate your fund reporting to include analytical metrics like performance attribution, linear regression with β-statistics, correlation matrices, historical allocations over a timeline, benchmarked results, as well as some of the most complex statistics that are tailored to your strategy.
Tell Your Fund’s Story
In today’s fund management world managers need to showcase their fund to ensure that investors and stakeholders understand your investment strategy at the level it was meant to be described. Our flexible and adaptable design capabilities let you capture investment performance and risk reporting, your specific marketing and branding, or monthly fund commentary customized for your investment concepts.
Secure User-access Control
We acknowledge the importance of information security and privacy for asset management firms so you can rest assured that fund related information can be accessed and displayed in a secured, password protected and authenticated environment to best meet the needs of your investors, regulators and other key stakeholders.
Learn more about the features you gain by using our Institutional Reporting.
Recent Blog Posts
You want to learn more? Read our free blog posts.