Dynamic Fund Board Reporting

Streamline 15(c) oversight with updated expense, performance and portfolio data and analysis.

• **Simplify board oversight with our next-gen interactive tool: **This user-driven solution provides digital reporting capabilities for deep dives into fund “what-if” scenarios.
• **Benefit from agile fund analysis, fee ranking and reporting: **Get fund details via chart hyperlinks, see “On the Record” ranking reports prior to making changes, and access fee and breakpoint analyses.
• **Easily access portal, data and reports via iPad or laptop: **Gain instant access to updated fund expenses, performance and peer comparisons with this new interactive tool—on demand, from anywhere.

Features

• Automated Reporting: Streamline the creation of fund board reports.
• Compliance Tracking: Ensure adherence to regulatory requirements.
• Real-Time Data: Provide up-to-date insights and analytics.
• Customizable Templates: Tailor reports to meet specific needs.
• Secure Data Handling: Protect sensitive information with robust security measures.