AnalyticsWealth & Finance● Running at real firms now
Portfolio Reporting Hub
Pulls clients, accounts, holdings, and performance from your portfolio system into one place for reporting.
How you get it
Included with partnership
Partners don't buy these one at a time — a partnership includes the library.
The problem
Portfolio data is locked in one system and reporting means exporting it by hand.
What it does
✦Pulls clients, accounts, holdings, performance, and transactions from your portfolio system (Orion)
✦Brings it into one place your team and AI can report on
✦Ask in plain English and get the number, with its source
What it replaces
Manual exports for every report.
Is it real?
Connected to a wealth-management firm's portfolio system today.
Want to see how this fits your business?