CLIENT ACCESS & ONLINE PORTAL

Our advanced client portal, Investor360, illustrates account information, such as positions, tax information, and performance data, whenever you want it—24 hours a day, 7 days a week, 365 days a year.

ONLINE REPORTING TOOLS

Investor360° allows you to access your account information at your office, at home, or on-the-go.

Here are some of the reports you may find most useful.

Overview displays your accounts and their current values, as well as asset allocation, performance, and benchmark information, and provides charts of your current net worth and historical values.

Performance Summary calculates the time-weighted return (TWR) of one or more portfolios during the reporting period.

Holdings shows you all your holdings (even those held elsewhere) at various levels (e.g., by asset and by asset category) with the option to group them by account or by securities held across all accounts. It also allows you to export data directly to Excel.

Additional Assets lets you add account information from outside sources and view it all through Investor360°.

Activity details all your account activity, such as buys and sells, dividends, and adjustments, and allows you to view realized gain/loss information. Smart filters make it easy to drill down into an activity to find what you are looking for.

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