Reporting Tools

Raise your portfolio management and reporting capabilities

Customise reports with your own brand, image and style, and comply with the regulations. Exceed advisors' and clients' expectations with a full suite of stunning reports

Client & Model Portfolios

Track and analyse your portfolios in real time with value added insights

  • Easily create or upload your clients' and Model Portfolios
  • Get powerful insights on performance, risk and asset allocation
  • Compliant with GIPS, MiFID II and PRIPPs
  • Multidevice distribution (pdf, html, native apps, APIs, etc)
  • Regulatory portfolio ESG reporting (SFDR, EU Taxonomy, PAI)

Financial Planning

Present financial simulations to show your clients how their portfolios will help them to reach their goals

  • Powerful interaction and easy to compare different scenarios

  • Optimise financial planning process for advisors and clients

  • Get awesome financial planning reports

Funds factsheet

Generate, publish and distribute stunning fund factsheets

  • Expertly designed and user-friendly factsheets for over 200,000 funds
  • Updated daily with information managed by Allfunds: performance, risk analysis, asset allocation and holdings
  • Compliant with MiFID II and PRIPPs, ready to distribute to your client

Fund comparison

Side-by-side comparison of more than 200,000 mutual funds

  • Side-by-side comparison of up to four mutual funds

  • Comparison on performance, risk and asset allocation

  • Generate remarkable comparison reports for your clients