Portfolio Performance & Reporting
Rethink how you evaluate portfolio performance and produce reports with an integrated, customizable tool for internal and external client reporting.
Compare and index portfolio performance
Evaluate the performance of portfolios in comparison with benchmarks, composites or other portfolios.
- Assess portfolio returns and high-level portfolio attribution across multiple accounts and portfolios.
- View top-line and constituent-level benchmark analytics throughout the platform, such as in compliance rules or a waterfall allocation.
Aggregate portfolio reporting
Build detailed composite reports across multiple strategies to demonstrate strength when competing for new business.
Set portfolio hierarchies to manage and report on multiple accounts more efficiently.
Produce customized reporting on the fly
Create portfolio reports that display critical, client-specific information in real time without manual-time consuming processes.
- Construct fully customizable and branded reports in easily produced client-facing PDFs.
- Secure new business wins with sleek, informative, and impactful scenarios and reports.
Enhance compliance and risk reporting
Simplify the creation of reports on compliance guidelines across accounts and reduce time to monitor and mitigate risks.
Produce tailored reports and set alerts to assess firm-wide risks for active and passive compliance breaches.
Schedule batch reports
Eliminate the burden of manually processing reports with automated report creation and scheduling.
Generate reports across accounts simultaneously to deliver client-ready portfolio reviews with ease.
Want to learn how IMTC helps your firm to outperform?
When you explore if IMTC is the right solution for your firm, our team takes a consultative approach to address your pain points. To get started, we will:
- Assess your needs to determine if our value meets them.
- Demonstrate solutions that address your pain points and support your workflows.
- Dive deeper into your needs to provide a report on opportunities for optimization.
- Discuss partnership opportunities.