Feature Highlight: Investment Dashboard/Performance Reporting Overview

See our Investment Dashboard and Performance Reporting in action in this short overview video.

Level up your performance reporting by offering your clients timely information and insights on the performance and progress of their investment plans.

Engage more deeply with your clients and help them feel more confident in their investment plans. With the eVestech hub, you can offer a modernized investment and performance reporting dashboard with your own branding.

Up-to-date account information and performance reporting is easily accessible on demand and is mobile-friendly.

Our Performance Reporting Software Provides:

  • Current Asset Allocation vs. Targets
    View the current asset allocation of a portfolio against predefined targets so your clients know they are on track.
  • Holdings-Level Performance
    Monitor the returns of current holdings so clients understand how their underlying investment strategies are performing.
  • Portfolio Growth vs. Initial Investment
    See how a portfolio has grown over time so clients recognize the value in a long-term investment plan.
  • Statement of Positions
    Review all holdings by account and in aggregate so clients know exactly what they own.

Click Here to learn more about eVestech’s Performance Reporting and get a personalized demo.


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