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Reporting and Performance Measurement

Maintain control of your investment decisions and leave the paperwork to us. We provide the data and analysis your organization needs to make informed decisions.

Asset Custody Measurement and Data Access

Know how your assets measure up and get an accurate snapshot of their performance. We offer customized reporting and demonstrative metrics — including real-time online reporting — to keep you informed and in charge.

  • Clients select clear and concise reporting options and statement formats to best suit their organization. They can also access anytime, anywhere customized reports from Portfolio Online.

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  • We provide complete reporting for your investment accounts, including consolidated reporting for clients with multiple managers.

  • Find current performance information anytime, anywhere. Portfolio Online is your desktop portal to review account holdings and allocations, buy and sell, follow funds and indexes, track returns and much more.

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Ready to Get Started?

Talk with one of our institutional wealth professionals today.