An application developed to complement NexJ’s enterprise CRM solution, NexJ Portfolio Performance Reporting combines client profile information and portfolio performance calculations in customizable reports so advisors can provide a complete picture of portfolio performance over time.
Financial Advisors can use NexJ Portfolio Performance Reporting to:
- Generate portfolio reports at the client, portfolio, or household level
- Quickly build personalized reports using 16 pre-defined reporting categories
- Compare portfolio performance against industry benchmarks or client targets
- Calculate GIPS Daily Valuation Performance for all assets, across multiple books of record
- Track off-book assets and joint accounts to build a complete picture of a client’s financial progress
- Support multilingual & multicurrency reporting for international portfolios
- Run reports on a scheduled or ad hoc basis