Pershing Launches New Reporting Design

Pershing has introduced its new portfolio reporting template, allowing its wealth manager and adviser clients to offer clearer and individually-branded documentation to end investors.

Key features for the new valuation reports includes portfolio breakdowns and transaction history, customized market commentary, and tailored content to adviser’s corporate identity and specific needs of the end investor.

Contract notes have also been improved in line with the new valuation reports, and can also be fully branded with adviser’ corporate identity.

“Intuitive design helps clients make informed decisions, as well as strengthening trust in their advisers. Our updated reporting system allows for clear, transparent and professional documents that are designed with the user experience firmly in mind,” says Kevin Bonar, CEO, Pershing.

“Since branding, identity and client ownership are so important to our clients, the ability to fully customise the white-label report is a crucial component of the updated system. The intuitive ordering and level of information, which progresses from overview to account level holdings, provides invaluable analysis and has been very well received by clients.”