InvestorForce REPORT Essentials is a powerful, robust and fully hosted performance reporting solution for smaller institutional investment consultants.  Clients are demanding more sophisticated performance analysis and reporting along with an increasing level of service.  But today's advanced performance management solutions are not affordable for smaller consulting firms.

Until now.  REPORT Essentials uses the same revolutionary performance reporting engine that powers our industry leading REPORT product.  And, it is packed with features that will take your performance reporting to the next level.  REPORT Essentials will streamline your performance reporting process, save you time and money, enable you to more easily handle client demands and do so at price that you can afford.

With REPORT Essentials you not only get industry leading technology, you also get the industry leading technology partner, a powerful combination for success.

• Create customized, publish-ready report books with InvestorForce’s advanced report designer
• Easily calculate performance and roll up to all composite levels 
• Model any plan -- from simple to complex
• Select from a rich set of analytics that can you drag and drop into your report
• Easily include external documents, free form text, and annotations in your report design
• Streamline your performance reporting process with a single data source and one reporting tool
• Includes access to industry standard benchmarks, indices and universe data