Performance Measurement

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

Value Proposition:

  • 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