We continue to enhance our market-leading reporting capabilities.2 Based on your feedback, we’ve recently made three new time-weighted performance reports available on AdviserHUB—offering additional reporting choices to support you and your clients. These new reports include a visual representation of account performance, time-weighted return methodology and look-through for managed portfolios. To access, go to the client’s Portfolio Dashboard on AdviserHUB, click on the Account Menu button and select Account Reports.
2 Investment Trends Platform Competitive Analysis and Benchmarking Report 2022