Portfolio Reporting
Generate a complete, digestible picture of client performance in just a few clicks.
Modify views with ease to gain rich insights and present different dimensions of performance on the fly.
Replace one of your costliest line items with a reporting solution built directly into the platform.
Build trust and help clients understand performance with simple, accessible analysis.
Schedule white-labeled performance summary emails to clients and send investment or activity PDFs to their mobile app or desktop portal.
Quickly create shareable reports on balances, returns, deposits, earnings, holdings, cost basis, and more.
Access a wide range of benchmarks or customize your own to track performance against client goals with appropriate context.
Visualize portfolio risk, region, sector, size, and style exposures, performance analytics, and more.
Tyler Purcell, Kiplinger Wealth Advisors
This testimonial was given by a current client or investor. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets using services made available by our registered investment adviser (Altruist LLC). As of the date of this testimonial, the promoting advisor received compensation or other benefits from Altruist through the promoting advisor’s participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisor’s part and may have influenced the view(s) expressed by the promoting advisor. For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/RIA-testimonial. For additional information about the promoting advisor’s conflicts of interest when expressing its views about Altruist or Altruist’s affiliates, please see the promoting advisor’s advisory program brochures, available at https://adviserinfo.sec.gov/.
This testimonial may not represent the experience of others and it is not a guarantee of results.
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