SCORECARD Enhancements (2/22/2010)

High net worth clients demand more from their wealth management firm. Fostering these complex client relationships starts with effective communication. Investment Scorecard is the ideal outsourced performance measurement and client reporting solution. Our service provides impartial performance analysis, based on stringent data validation, delivered in private labeled reports tailored to your specifications. Our clients rely on our performance measurement consultants to collect and reconcile data for hundreds of thousands of portfolios. Learn more.

IMPROVED! Management Report Tool - Support for Wealth Management Hierarchies

The management report tool has been enhanced to support queries built on "Wealth Management" based classification hierarchies, allowing a user to create report results across portfolios at any level such as style and manager levels.

NEW! Management Report - Queuing for Large Reports

Large management reports can be now queued up to allow the user to continue working while the report is running in the background. Upon completion, a notification is provided via the system and email.

IMPROVED! Management Report - Benchmark Selection

Users can now select from any of approximately 450 benchmark indices to provide greater flexibility for reporting results and analysis.

NEW! Management Report - Entitlements

Management reports can now be turned on and off through a user-level entitlement.

NEW! Wealth Management Analytics - Risk Factors

For those clients utilizing "Wealth Management" based classification schemes (i.e. class/style/manager), risk factor analytics (such as Alpha, Beta, Std dev., Sharpe ratio, etc) are now available at all levels through the Analytics tab.