## Online or PDF performance reporting

Report on performance using daily time-weighted return (TWR) or internal rate of return (IRR). Easily select trailing time periods, calendar periods, or even custom periods.

## Performance benchmarks

Compare realized client performance against fully custom benchmarks, built using any allocation of indexes, ETFs, mutual funds, and stocks.

## Performance at any level

Aggregate performance for a single account, a group of accounts, fractional shares of accounts, a client household, or even your whole firm.

## Performance on held-away and cryptocurrency accounts

Include held-away, cryptocurrency, and manually tracked accounts in performance reports.

## Client and advisor portal

Interact with intuitive, dynamic reports and charts in your branded portal. Share documents securely.

- [Asset Allocation](/content/features/asset-allocation/index.html)