Custom white label reports for your institutional clients
Market-leading analytics to your customers at a reasonable cost
- We provide custom white-label reports that you can share with your customers, designed for your organization.
- Security one-pagers provide detailed terms, conditions, and cash flows for individual securities across all asset classes.
- Portfolio return, yield and risk reports between any two points in time, always accurate and reconcilable to your book of record.
- Portfolio performance and attribution reports relative to indices or any other portfolio.
Do you have a portfolio that you would like to analyze on CMS:Portfolio? We can get you up and running quickly, usually the same day. We are serious about Zero Implementation!