The Dispatch

Platform Enhancements

Welcome to the Expanded Reporting Center

Exciting news! We've revamped the Reporting Center to better serve your needs. Now, when you enter the Reporting Center, you'll be greeted with our newly expanded Available Reports section as your default page. Discover a wealth of new reports, enhanced filters, and versatile file formats. All conveniently accessible from this revamped hub.

Any reports you generate from this main tab will be neatly organized on the second tab labeled 'Prepared Reports' for easy reference. But don't worry, if you still need access to the previous version, the Legacy Reporting Center is just a click away on the third tab.

Get ready for a more streamlined and comprehensive reporting experience!

New Reports

• Projected Cash Flow: Report on the projected monthly income from dividends by a position or Portfolio for the next year.
• Performance by Asset Class: Report on performance by asset class for up to six periods with the option to include an Asset Allocation chart. 
• Position Performance Summary: Report on position-level performance for up to five-time periods.
• Portfolio Risk Stats: Report on the metrics that measure the risk (Beta) and correlation (Standard Deviation) of the selected target as compared to up to five indices. 
• Asset Class Comparison: Report on the asset allocation for a single period or choose two separate time periods for comparison.

Enhanced Report Center Features

• You can generate reports quickly utilizing the favorites feature in the new default view.
• You can save default reporting parameters for each report.
• There is now a detailed description for each report available.