Improve transparency across your wealth management business with multi-level performance management.
Clients are demanding greater transparency and performance results than ever before. At the same time, your business is growing, reporting requirements are changing and investment programs are becoming more complex. Manual or outdated reporting systems are no longer an option if you want to be competitive, win new business and retain the trust of your clients.
FDx Perform – the reporting and performance module of the FolioDynamix wealth management platform – delivers the fast, flexible report generation and performance analysis tools you need to be successful.
Key features of FDx Perform include:
- Household, account and sleeve-level performance reporting and management
- Ad hoc and scheduled report generation
- Daily exact performance reporting
- Both dollar and time-weighted performance analysis
- Client reporting and client-accessible web portal
- Custom account grouping and custom or blended benchmarks
- Configurable branding, commentary and disclosures
Learn more about the capabilities of FDx Perform for wealth management reporting and analysis.
With performance reporting driven off of an integrated portfolio accounting engine and aligned with the rest of the wealth management lifecycle, FolioDynamix is unique in its ability to bring your reporting and performance management capabilities to the level you require to deliver deeper transparency, improved client results and continued business success. Contact us today.
