Global WealthES’s Performance Reporting calculates a time-weighted rate of return on a monthly, quarterly, semi-annual and annual basis.
- Calculates ROR on a monthly, semi-annual and annual basis
- Completely integrated with the Accounting engine’s books and records
- Benchmark performance against an index, multiple indices or create individualized composite index for benchmarking
- Interfaces with third party Performance Management Systems
- Elimination of data transfer and interface issues related to a third party engine
- Allows users to track performance back to the inception of each account