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Comprehensive Reporting for your internal needs
Producing reports for all of your firm’s internal requirements for running your business day to day
and for investment meetings are fully handled. Complete inbuilt templates allowing over 250 user
specified report formats Save any report format and use across any number of portfolios
Full control over report appearance. Fonts, colours and text positioning Powerful fundamentals reports derived from
market leading Hemscott data Copy and paste to Microsoft Office applications
Client Reporting
Reporting to clients can be one of the most time consuming aspects of portfolio administration, but not
with this system. Comprehensive reporting facilities give your firm a high degree of reporting flexibility satisfying
virtually any client need. The system handles even the most onerous aspects of FSA COB Section 8 such as
producing client statements showing rates of return and opening portfolio positions.
Bulk Report Printing
Producing all the data on screen is one thing but getting it printed and out to clients with minimal load on your
operations is another. Updata Portfolio Administrator scores highly in this regard.
Analysis to underpin your firm’s investment decisions
Demonstrate at all times that your investment managers are on top of things with a complete inbuilt portfolio
and investment analysis solution.
Powerful Graphics for investment managers
Portfolio Administrator provides the tools that professionals conducting investment business need to do
their job in the most efficient and professional manner.
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