We recognize that firms like to represent their reports with their own look and feel, branding, colors and content. Our customization team can provide you the report pages that appear just the way you want, be it a bar chart, a 3-D pie chart or a nicely designed and formatted tabular report.
We support a variety of data sources, Advent Axys®/APX®, Schwab PortfolioCenter®, Black Diamond®, Advisors Assistant®, custodial data or any other source you may have. Your market commentary and other external PDFs can be combined with the report packages as well.
Our AdvisorPortal can be used by firms to provide their advisors one place to view all their relationships, accounts, holdings, transactions and graphical views of all this data. Advisors can analyze holdings while on a call with a client or remember or track actions needed to be performed for clients all from one place.