Available Now: 2024 QAIB Full Study

Performance reporting paints a complete picture of a portfolio and provides a deep look into the allocations, performance and investments that make up clients’ accounts. These tools go beyond the quarterly statement and assist clients in understanding their investment strategies and help to identify when changes need to be made. DALBAR’s Trends & Best Practices in Performance Reporting reveals the features that make these documents, vital components to the firm-advisor-client relationship, best-in-class.

Read full product description


Talk to us about how we can help you achieve your goals or customize an offering for your unique needs!