FundQuest Expands Custom Reporting Ability
FundQuest said it has improved the ability of advisers to offer custom reports on demand.
FundQuest’s on-demand reporting tool enables advisers to produce and deliver a wide array of detailed client account information as the need arises, according to the firm.
The firm said it offers more than two dozen new on-demand portfolio performance, holding, and transaction activity reports, including: The Graphical Portfolio Performance Summary Report, which shows the key drivers of account value changes over the historic time period specified by the adviser; The Account Performance Summary Report, which allows the past performance summary to be generated for an account or household for any historic time period; and the Consolidated Portfolio Statement, which allows the adviser to view account positions as of any specified date.
Advisers can specify reporting level (household or single account), date range, and the reporting output format (Excel, PDF, HTML, CSV, and TIFF).
FundQuest said that the dramatic market downturn and financial scandals have increased investors’ demands for more information about the specific details of their holdings and transaction activity. “This new reporting tool meets these challenges by allowing advisers to access detailed information on client holdings and transactions quickly and effectively,” said Bob Peatman, FundQuest’s managing director, National Sales.