Financial Health Center Investment Performance Reporting
Provides Financial Health Center clients who have investment accounts held at multiple financial institutions a consolidated investment performance report. Financial Health Center Investment Performance Reporting is a historical and transactional view of investment performance to date, enabling you to see where changes may enhance future returns. Benefits include:
- Reporting on investments placed through Financial Health Center and with other financial institutions that can be accessed electronically for daily updates and consolidation in AIMR-complaint reports
- Inclusion of other investment assets such as real estate holdings, private equity, hedge funds, stock options, art work, automobiles, and other personal and household assets
- Intuitive, easy-to-navigate user interface
- Wide range of reports generated, such as
- Statement Summary
- Portfolio Summary
- Holdings by Investor
- Holdings by Portfolio
- Holdings by Classification
- Transaction by Investor
- Transaction by Portfolio
- Asset Allocation by Type
- Asset Allocation by Investment Objective
- Comparative Holdings
- Cost Basis
- Model Portfolio Rebalance
- Portfolio Value and Benchmark
- Multi-Period Performance
- Advisor Reports for Client Data-Mining
- and many more
- Web-based reporting allows for access 24/7, from anywhere with a Web browser and Internet connection... no need for special software
- Quarterly review meeting with Wealth Management advisor
- Peace of mind, knowing exactly where you stand financially at any given moment
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