Altus Comprehensive Reporting

Altus is designed to produce sophisticated and comprehensive reports -- the kind of reporting that is key to your attracting and retaining a loyal client base, and to effectively support investment management decisions within your firm.

Portfolios reports can be viewed on screen, printed or saved in Excel format for further analysis or graphs. Another great feature is the ability to save reports in HTML format which allows sending any report as an email attachment.

Over 50 fully detailed reports covering all aspects of financial service reporting :

• Assets allocation
• Performance summary
• Portfolio appraisal
• Portfolio entries enquiry
• Multi-portfolio appraisal
• Security cross reference
• Balances of cash accounts at custodians
• Portfolio allocation by strategy/model
• Cash ledger · And many more…

All reports are printed in statement format incorporating your firm’s logo to eliminate the expense of custom-printed forms.