Reporting

Client Portal

• Client Invite
• Household Member Roles
• Remove Clients

Client Reporting

• Client Reporting Overview
• Select Clients
• Generate Reports
• View Reports
• Publish/Download Reports

Performance Reporting

• Benchmarks
• Time Weighted Return (TWR)
• Internal Rate of Return (IRR)
• Performance Methodology FAQs

Custom Asset Classes

• Asset Classes Overview
• Defining Asset Classes
• Map Categories
• Map Securities
• Selecting Asset Classes

Client Billing

• Client Billing Overview
• Fee Schedules
• Held-Away and Custom Assets
• Billing Profile
• Generate Billing Records
• View Billing Records

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Document Storage

• Document Storage Overview

Custom Branding

• Logo and Subdomain

Settings

• Advisor Email Alerts
• Client Email Alerts