The Dispatch

Platform Enhancements

Performance Summary Report Now Turbocharged

Thanks to advisor feedback, we have made a number of enhancements to our popular Performance Summary Report. 

1. Internal Rate of Return (IRR): Now in addition to Time weighted rate of return, you have the option of using IRR.
2. Multiple Benchmarks: Now you can select multiple benchmarks that align with your investment objectives.
3. Pie Charts: Visualize your household, client, or account composition allowing for quick and intuitive breakdown of asset allocation.
4. Flexible Time Periods: Generate reports spanning up to three distinct time periods, to track performance over various durations.
5. Enhanced Privacy: Safeguard sensitive information with masked account numbers, ensuring confidentiality.

The Performance Summary Report is run as of a single point in time for a single household, client, account, or portfolio. When running the report for a household or client, a Performance Summary for each of the accounts in the selected household or client may be included.

How to Run the Performance Summary Report on the Account Level:

1. Search for the account

2. Click on the Reports tab from the account level

3. Click on the dropdown box in the upper left corner of the Reports tab

4. Under the Performance section click on Performance Summary

5. Adjust Parameters and Generate the Report

This report allows you to personalize the output for an individual client. If you find yourself using the same selections repeatedly, go to the Reporting Center where you can save your selections and have one click access in the future.

Let us know if we can help or you have suggestions. We value your feedback on our latest updates and our dedicated Advisor Services team is ready to assist you by chat or at 800-949-9936 or support@freedomadvisors.com.