Understanding how your business is tracked through management reporting can help you gain more control over your business.
Powerful returns and holdings-based analytics enable performance measurement, investment and attribution analysis at the total plan, manager portfolio and composite levels across asset classes and investment styles.
Track and analyze trading expenses, analyze per share commission and brokerage charges by broker
Configure payout rates (3 tiers), payout frequency and reserve rate per account
Control payouts flow by holding over profit from period to period.
Upload transactions in excel or csv format or enter and edit individually.
Compute fixed and variable expenses using our calculators.
