Opturo’s Adaptive Real-Time Reporting (ART) module provides users with a streamlined reporting interface to monitor performance over any desired timeframe(s). Portfolio data can be aggregated and segmented using any desired logic, whether by fund structures, management groups, asset classes or households. Performance relative to a benchmark(s) may also be monitored at all portfolio levels in real-time. ART provides users with a tool to create custom columns and calculations, which may be incorporated within system reports. Attributes and characteristics from 3rd party sources can be integrated and automated within ART, which provides users with a consolidated and user-friendly destination for portfolio analysis. Robust visualization tools are integrated within ART, and time series return data is fully transparent and easily exported, while Ex-post analytics are available to be generated on-the-fly.
Fund Reporting
Aggregate portfolios using any logic and any number of segments to meet all account and/or portfolio reporting requirements.
