Performance Reporting
The Panoramix Performance Reporting system offers very comprehensive, flexible, and accurate performance reporting for advisors.
Panoramix™ Performance Reports
Overall features include:
- Ability to compute performance 3 different ways: Basic Rate of Return, Money Weighted Return (IRR), and Time Weighted Return (Modified Dietz).
- Ability to compute gross or net of fees.
- Custom time frames facilitate performance reporting from any date to any date.
- Ability to group and categorize performance in multiple ways such as models, asset classes, asset types, and more.
- Ability to compare against one or more of dozens of built in benchmarks or to create unique blended benchmarks.
Individual Client and Portfolio Performance
Several levels of reports allow customized messages to clients:
- Portfolio Snapshot: A simple one-page high level view of portfolio performance for 4 configurable timeframes.
- Account Performance History: A more detailed view of portfolio performance, broken out by account, for 5 configurable timeframes.
- Performance Timeline: Monthly performance for a given date range for each account and summarized for the portfolio.
- Single Timeframe: The most flexible of the performance reports - select a date range and options for grouping the results. Also includes the ability to drill down to see performance at the holding level.
- Performance Summary: A graphical representation of performance which shows both monthly performance and multiple timeframes.
Firm Level Performance
Get GIPS compliant summary performance for your entire firm:
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Panoramix Performance Dashboard
- Monthly and aggregate performance for every account and for any date range.
- Group accounts by model, asset class, or several other built in or custom categories.
- Panoramix Executive Summary shows monthly performance as well as several performance timeframes such a YTD, Current Quarter, 1 Year, Since Inception, and more.
- Batch Reporting permit the running of performance reports for all clients, or a subset of clients, at one time.
- Robust client portal enables clients to generate their own performance reports.
The Reporting Workflow
Compute Performance
Basic, money weighted (IRR) or time weighted (Modified Dietz), gross or net of fees.
Choose the Report
Five client reports, plus the firm dashboard and executive summary.
Set the Parameters
Any date to any date, grouped by model or asset class, against built in or blended benchmarks.
Deliver
All clients or a subset, to the client portal, email or print.
Sample Reports and Screens
Pricing
Combined with our best in industry service support and low cost pricing, Panoramix is the best value in the industry.
Panoramix Base License Fee based on Assets On Platform (AOP). See full pricing
