Self-Directed Brokerage Firms

Self-Directed Investors Are Looking for a Single Rate of Return. We Deliver It.

Self-directed brokerage firms can improve their clients’ experience by delivering performance reporting with a personalized rate of return to investors allowing them to better evaluate their portfolios. However, to provide enhanced investor level capabilities, firms must operate at optimal efficiency. We offer a range of solutions that automate key operational processes so that you can extend these services with scale to investors.

  • Risk and return reports display an analysis of rates of return and the elected risk measures for a selected time period(s). Reports can be run on either a portfolio, account or manager level
  • Enterprise-level performance reporting enables firms to calculate rates of return in both a time-weighted and dollar-weighted format