Performance Reporting


	Products
	Portfolio Insight
	Investor Portal
	Advisor Practice Management
	Home Office Management
	Integration
	Imaging System
	Client Books and Records
	Security Master
	Data Aggregation
	Corporate Actions
	Portfolio Accounting
	Performance Reporting
	Reports and Statements
	Models and Balancing
	Fee Schedule
	Commissions
	Compliance
	Enterprise Data Warehouse

Performance Reporting

TrustFort provides performance reporting for various levels, which is available to both Advisors and Investors: the Account , the Household, Benchmark and Security levels. Performance is calculated using several different methodsincluding : Internal Rate of Return and Time-Weighted Return. TrustFort's performance module allows investors and advisors to extract performance information for a wide range of dates from inception to current day and also includes : Yearly, Monthly, Weekly, Daily and between any given dates.