Portfolio X-Ray Scans an entire portfolio to create a comprehensive picture of the portfolio's underlying holdings, overall sector exposure, and overall investment style.
Portfolio Snapshot Provides an in-depth synopsis of the client's portfolio, with asset class and investment style breakdowns, performance information, and top holdings.
Stock Intersection Identifies cumulative exposure to individual equities, based on stock and underlying holdings of the managed products in a portfolio. Reviews the top 15 holdings in a portfolio to identify its overall weighting in a particular security or sector.
Portfolio Comparison Details on the differences in stock and bond exposures among investments in the selected portfolios.
Consolidated Account Statement A detailed report that shows the activity and performance of an account for the trailing three calendar months. Generated in Microsoft Word, this report is easy to generate, save, e-mail, and mail.