Analyze portfolio performance at the household, account, and sleeve levels
VestmarkONE uses daily holdings and transaction data to calculate performance across all of your accounts. Using our solution, you can report on your clients’ accounts performance versus their benchmarks and automate the construction, maintenance, and performance calculation of composites. Mitigate operational risk, provide the level of transparency needed to secure investor confidence, and streamline compliance with GIPS® standards.
- Improve your investment decision-making process with a granular understanding of your returns and outliers
- Meet internal and external demand for transparency with the production of ad hoc reports
- Streamline compliance with GIPS® Standards with our complete composite reporting