Portal+ Reporting

Portal+’s Reporting and Packaging module comes with over 50 standard reports. That can be run on groups, consolidated groups, and individual accounts. The report library is comprehensive and will meet most companies reporting needs.

CSSI’s development team can also create custom reports that can also be incorporated in the packaging.

To see Portal+’s standard reports catalog click here

Ad hoc reporting is the backbone of any portfolio management system or reporting engine. Portal+ excels with over 50 standard reports and the ability to have your custom reports created.

Use Cases:

  • Firm would like to allow all of their Advisors to be able to view the accounts they are managing without being able to change the data or incur significant licensing costs.
    • Your Portal+ Admin creates the user that has an assigned role that determines the access they have and then can assign accounts, households, and groups of accounts the firm wants them to see. The Admin then sends them an invite so they can register and login.
  • Advisor needs to create a Portfolio Appraisal to send to their customer and they are out of the office.
    • They login into Portal+, run the Portfolio Appraisal, and either e-mail or drop it into the customers document vault folder where the customer would be notified.

Features:

  • 20 Portfolio Style Reports (ex. Portfolio Appraisal)
  • 5 Management Style Reports (ex. Security Cross Reference)
  • 14 Performance Style Reports (ex. Portfolio History Comparison by Asset Class)
  • 8 Fixed Income Style Reports (ex. Fixed Income Appraisal)
  • 3 Billing Style Reports (ex. Management Fee Billing)
  • Unsupervised Assets Functionality
  • Telemet enhanced data reports that come with CSSI’s Telemet Datalink.