AdvantageOne’s portfolio accounting and performance reporting functionality delivers an accurate, single view of all of your clients’ assets. By providing a comprehensive view of client assets, you can deliver an unparalleled level of service to your clients, while having a proven tool to help you gather more assets and clients
- Greater opportunities for identifying more assets within an existing client base to cross-sell and up-sell products
- Data aggregation capability supports suitability requirements and increases asset gathering capabilities
- Three rates of return (ROR) calculations enable financial professionals to track performance on-demand: Modified Dietz, Internal Rate of Return (IRR) and Daily Time Weighted Return (DTWR)
- Ability to generate a variety of customizable client reports that cover performance, asset allocation, holdings, transactions, benchmarking, cost basis and more.
- Setup clients with their own Web-based application viewable 24/7, anywhere, anytime.