Portfolio reporting & analysis

richallumrichallum Administrator

Which is your favourite platform/provider/software for getting portfolio reports and analysis for a client? In particular:

  • ease of use when running/getting the report
  • useful report
  • nice looking report

Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. Republican.

Comments

  • We don't use them, but from what I've seen Nucleus is pretty good. but, Standard Life are about to release their new reports which look pretty nifty and as they are our platform of choice, it's good to see that they are catching up with them.

  • We had a demo with Nucleus last week and the reporting did look really good - nice visuals, easily editable (particularly the past performance charts) and downloadable in various levels of detail dependent on your needs. I've not got a huge amount to compare it to, but definitely tops Transact on that side of things.

  • richallumrichallum Administrator

    Thanks both.

    Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. Republican.

  • NathNath Member

    Parmenion

  • richallumrichallum Administrator

    Thanks @Nath

    Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. Republican.

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