Client Reporting

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!