InvestorForce Report®
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Formal performance reporting to plan sponsors has historically been an inefficient, time consuming and laborious process. InvestorForce has introduced a paradigm shift in performance reporting.
InvestorForce Report® is the most comprehensive and automatic performance reporting tool available today. Full integration with the InvestorForce Performance Reporting Network® means that all performance data, from custodial banks, money managers and industry sources, is available for you to include in your performance reports. End of period, “publish ready” performance reports can be produced in minutes, not days or more commonly weeks, after the period close.
Key Features:
- Create customized report templates with InvestorForce’s dynamic WYSIWYG report designer
- Fully integrated with our comprehensive database
- Select from over 100 analytics, that can you drag and drop onto your report
- Easily include external documents, free form text and annotations into your report template
- Produce "publish ready", highly customized performance reports with a push of a button
- Report output in PDF for easy distribution
Full report automation and customization drastically reduces the time and effort required to produce performance reports and will provide your firm with a distinct competitive advantage.
