Level Up Your Performance Reporting

Offer your clients timely information and insights on the performance and progress of their investment plans.

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Portfolio Insights + Advisor Commentary

Engage more deeply with your clients and help them feel more confident in their investment plans. With the eVestech hub, you can offer a modernized investment and performance reporting dashboard with your own branding.

Up-to-date account information and performance reporting is easily accessible on demand and is mobile-friendly.

Powerful Performance Insights

Current Asset Allocation vs. Targets

View the current asset allocation of a portfolio against predefined targets so your clients know they are on track.

Holdings-Level Performance

Monitor the returns of current holdings so clients understand how their underlying investment strategies are performing.

Portfolio Growth vs. Initial Investment

See how a portfolio has grown over time so clients recognize the value in a long-term investment plan.

Statement of Positions

Review all holdings by account and in aggregate so clients know exactly what they own.

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The Next Generation of Performance Reporting

Download an Intro Kit to learn how the eVestech hub is helping advisors deliver portfolio performance reporting and virtual client servicing at scale.
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Download an Intro Kit:

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‍15-Minute Discovery Conversation
Schedule a short call to see if our platform has the functionality you need.

30-Minute Demo
Get a demo of the platform and a high-level overview of the features and capabilities.

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