Keeping your clients up to speed with their investments is what we strive for when developing Advisors Office Performance Reports. Our reports are easy to understand and we use the indices to compare performances. Advisors Office reports make your client appointments a success with less stress.

Our most popular reports are:

• Performance by Security Compare the DOW, NASDAQ, and S&P to your clients portfolio return along with each security.

• Portfolio Performance (Multi-Period) Choose 4 different time periods (YTD, Last Year, Last Qtr, Last Year, Since Inception, Custom, etc) to compare against one another and the DOW, NASDAQ and S&P 500.

• Current vs.Target Report Choose a target return percentage and compare it to the clients actual performance as of your current date.

Here are some sample reports:

• Asset Allocation by Asset Class
• Asset Allocation by Objective
• Asset Allocation by Sector
• Asset Allocation by Security
• Cash Ledger
• Change in Market Value
• Current Vs. Target
• Income and Expense
• Net Worth Statement
• Net Worth Summary
• Performance by Security
• Portfolio Performance (Multi Period)
• Transaction Summary
• Transfer of Assets