Reporting performance online reassures clients of your steadfast commitment to serve their best interests through good times and bad.
Online performance reporting solutions from Advisor Products increase client satisfaction, and provide more security than sending reports by mail or overnight delivery.
It also saves you money. Online reporting reduces or eliminates the cost of printing, collating, and postage.
Depending on the type of portfolio management software (PMS) your firm uses, choose from two solutions:
- Online Performance Reporting for Desktop PMS Applications
- Online Performance Reporting for Web-based PMS Applications
Online Performance Reporting for Desktop PMS Applications works with the two leading desktop PMS systems, Advent Axys®1 and Schwab PortfolioCenter®2.
- Fast and easy-to-use
- Batch upload HTML reports daily or weekly for any or all clients
- Clients can drill down in HTML reports from portfolios to transactions
- Links to security prices, SEC filings, price and volume charts, blogs, and other data
- Batch upload PDF reports quarterly, monthly or more often for any or all clients and archive them
- 256-bit encryption of reports when uploaded by you, downloaded by clients, and stored on our servers
- Integrated into AdvisorVault, a 256-bit encrypted application with mirrored servers for redundancy
- Reports encrypted when uploaded by you, downloaded by clients and stored on our servers
- SAS 70-compliant hosting facility with two-factor authentication including biometric scanners
- On-site redundant power sources and back-up generators with multiple-day fuel supply on-site
- Elegantly formatted and graphical HTML reports showing:
- Holdings
- Realized Gain/Loss
- Unrealized Gain/Loss
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- Performance Versus Benchmarks
- Asset Allocations
- Transactions
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Cost: $3,500 a year including hosting of your marketing website, all of our proprietary financial news coverage, AdvisorVault for all your clients and referral sources, and eight hours of support.
See video or call (888) 274-5755 for more information.
Online Performance Reporting for Web-based PMS Applications works with Albridge, AssetBook, Black Diamond Reporting, and Orion Advisor Services.
Performance reporting has never been so simple! You don't need to run any reports or upload anything. XML feeds from web-based portfolio management software are streamed into our Personal Client Portal platform. Whenever one of your clients log into the personal portal system, a snapshot of his or her top portfolio holdings, performance, asset allocation and other data are automatically displayed.
- No uploads by your firm necessary
- Programmatically pulls each clients data from web-based PMS system
- Clients can drill down in HTML reports for security prices, SEC filings, and other data
- 256-bit encryption when of XML feeds from your PMS application
- No client data stored on our servers
- Mirrored servers for redundancy at an SAS 70 hosting facility
- On-site redundant power sources and back-up generators with multiple-day fuel supply on-site
Online reporting for Web-based PMS Applications comes free with Personal Client Portals.
1 Advent Axys is a registered trademark of Advent Software, Inc.
2 PortfolioCenter is a product of Schwab Performance Technologies®, which is a subsidiary of The Charles Schwab Corporation.
How Ferrell Wealth Management Slashed The Time It Takes To Send Client Reports By 85%
Advisor Products Online Reporting saves Ferrell Wealth Management about 30-hours of staff time each quarter and $3 in postage and paper per client. In total, FWM is saving about $6,000 annually, far more than the $3,600 a year it pays Advisor Products for the service.
Online Portfolio Reporting Upgrade
Advisor Products just launched a streamlined interface for firms using AdvisorVault™ to upload portfolio reports from the two most widely-used portfolio reporting systems, Schwab’s PortfolioCenter® and Advent’s Axys®.
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With the global financial crisis causing many investors to fire their brokers, independent financial advisors are using Web 2.0 technology to attract clients, according to Advisor Products Inc., a leading marketing technology firm to independent advisors.
Online Performance Reporting Is One Of Many Advisor Products Additions In 2008
We developed a system that is integrated into the vault that allows advisors to distribute dynamic HTML as well as PDF performance reports online. The PortfolioCenter version went live two months ago and the Advent Axys reports go live in a few weeks.
Reporting Performance Daily
Just because an advisory firm is using a desktop application does not mean it cannot provide online reporting daily. For instance, Advisor Products has developed an interface for uploading PortfolioCenter reports that allows advisors to batch upload client reports. An advisory firm can create an XML extract of its client reports in PortfolioCenter every morning and upload it to our AdvisorVault 2.0 in minutes.
Online Reporting For PortfolioCenter™ Moves Forward
Beta testers gave API Online Reporting For PortfolioCenter rave reviews and some great suggestions for improving the application. Seven advisory firms participated in the beta test by uploading their client reports to our server, which successfully parsed client reports and deposited them into secure folders accessible to clients.
Advisor Products Beta Tests Online Reporting For Schwab PortfolioCenter™
Advisor Products announced that it is beta testing Online Reporting for PortfolioCenter, a new product that will allow the 3,400 financial advisory firms using Schwab PortfolioCenter to share performance reports with clients.
Online Reporting For PortfolioCenter™ In Beta Test
If you’re one of the 3,400 advisory firms using Schwab PortfolioCenter™, we have some good news about sharing performance reports with your clients online. Online Reporting for PortfolioCenter, a new system now being beta tested by Advisor Products Inc. (API), is less costly, better designed, and easier to use than previous solutions for providing PortfolioCenter reports to clients online.