Level Up Your Performance Reporting

Offer your clients timely information and insights on the performance and progress of their investment plans.

Portfolio Insights + Advisor Commentary

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.

Powerful Performance Insights

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.

Ready to Learn More?

The Next Generation of Performance Reporting

Download an Intro Kit to learn how the eVestech hub is helping advisors deliver portfolio performance reporting and virtual client servicing at scale.

Download an Intro Kit: