Performance Reporting Solution offers Advisors alternative to costly Report Vendor products.
Gainesville, FL – February 19th, 2010 – TradePMR today announced the release of its second-generation enhanced performance reporting solution. Continuing on the success of its prior release, the performance reporting system adds enhanced capability and ease of use. In addition to generating reports on a single account basis, performance can now be calculated, using eCustody CRM data, allowing consolidated reports to be generated across clients and households.
By separating the calculation of performance data from the report output, advisors have the opportunity to analyze data and correct issues prior to generating output. This saves time and helps eliminate issues that typically only affect performance reporting such as cost basis or back office journal entries.
“Now more than ever, advisors need a cost effective method to provide performance data to their clients,” said Robb Baldwin, Chief Executive Officer of TradePMR. “Our new Performance Reporting system gives our advisors the tools necessary to provide their clients with customizable reports where the data is provided directly from our back office thereby eliminating external downloads and insuring a more secure relationship for their clients.
Advisors can choose from a variety of output layouts which include their firm’s information and logo. When published, reports can be downloaded as PDFs, printed, or distributed to client accounts electronically. With this paperless option, when a client logs into eCustody he can view any performance reports that have published by his advisor along with his other client documents.
TradePMR’s enhanced performance reports are available on a subscription basis to all TradePMR advisors and is tightly integrated into its eCustody Advisor Workstation. It will be demonstrated at Synergy 2010, TradePMR’s annual Advisor Conference, from February 24th – 26th in Orlando, Florida.
TradePMR is a privately held brokerage firm (Member FINRA/SIPC) located in Gainesville, Florida. Since 1999, it has been a leading provider of Brokerage and Custody services to Independent Registered Investment Advisors (RIAs) and their clients by providing an integrated web-based workstation that enables RIAs to run their practices more efficiently and effectively. TradePMR Brokerage and Custody Services for Registered Investment Advisors
For further information contact Fred Van Den Abbeel TradePMR, Executive Vice-President/RIA 888-579-8640