Altruist's Portfolio Reporting is designed to help financial advisors manage client portfolios more effectively. It provides a clear picture of client performance, allowing advisors to modify views easily and present insights on various dimensions of performance. The platform integrates reporting solutions to reduce costs and enhance client understanding through accessible analysis.

Key Features

• Customizable Reporting: Quickly create shareable reports on balances, returns, deposits, earnings, holdings, cost basis, and more.
• Benchmarks and Performance Tracking: Access a wide range of benchmarks or customize your own to track performance against client goals.
• Risk Visualization: Visualize portfolio risk, region, sector, size, and style exposures, along with performance analytics.
• Automated Communication: Schedule white-labeled performance summary emails to clients and send investment or activity PDFs to their mobile app or desktop portal.
• Integration: Part of a broader platform that simplifies portfolio management and reduces compliance headaches.

Benefits

• Enhanced Client Trust: Build trust by providing simple, accessible analysis of client performance.
• Efficiency: Replace costly reporting solutions with an integrated platform.
• Personalization: Implement personalization at scale to meet client needs.