Portfolio reporting & analysis

richallum

Which is your favourite platform/provider/software for getting portfolio reports and analysis for a client? In particular:

• ease of use when running/getting the report
• useful report
• nice looking report

Suse1969

We don't use them, but from what I've seen Nucleus is pretty good. but, Standard Life are about to release their new reports which look pretty nifty and as they are our platform of choice, it's good to see that they are catching up with them.

Rebecca_Tuck

We had a demo with Nucleus last week and the reporting did look really good - nice visuals, easily editable (particularly the past performance charts) and downloadable in various levels of detail dependent on your needs. I've not got a huge amount to compare it to, but definitely tops Transact on that side of things.

richallum

Thanks both.

Nath

Parmenion

richallum

Thanks @Nath