New online performance reports
We are excited to announce the launch of new online performance reports.
Introduced in response to adviser feedback for greater transparency, these online reports allow you to access extra information and features, such as:
- portfolio look throughs to underlying investments and holdings
- volatility and risk metrics that showcase our risk-first focus, and
- interactive performance graphs to help make client conversations more engaging
Watch this short, two minute video for an overview of our new online performance reports.