Make it your own
Arrange text, tables, and charts. Add your branding and fine-tune every page in the Report Builder.
Design a templateYOUR REPORTING WORKSPACE
Reports,
your way.
Turn portfolio data into a report that tells your story. Build a reusable template with the content, layout, and branding you need.
Start with the sample template. Make it your own.
Flexible layoutsReusable templatesPDF output
A little structure. A lot of possibility.
YOUR BRANDPORTFOLIO REPORT
A clearer
perspective.
perspective.
Your portfolio. Your point of view.
01Portfolio overview
02Asset allocation
03Holdings detail
FROM FIRST DRAFT TO FINAL REPORT
One workspace.
A complete reporting flow.
Design once. Generate when you need to.
Come back to the reports that matter.
Bring it to life
Choose a saved template, set your report inputs, and preview the result before generating a PDF.
Generate a reportPick up where you left off
Find previous report runs, revisit captured previews, and download available PDFs from Report History.
View report historyA BLANK PAGE. A BETTER START.