ATWeb Portfolio Edition
The ATWeb Portfolio Edition serves as the preferred portfolio reporting platform enabling managers to track, value, analyze and report performance. With multi-source aggregation tools and user defined configuration options for attribution reporting, decision support is now available – your way.
Portfolio Management Capabilities
- Multi-Account Aggregation
- Summary Dashboards with Drill Through
- Performance Metrics and Benchmarking
- Multi-Portfolio Ready with Automatic Integrations to Banks, Brokers and Custodians
- Portfolio Modeling with Target to Actual Reporting
- Client Billing Engine
- All Investment Types and Personal Assets
- Global Security Master
- Trade, Position and Bank Reconciliation
- Full Multi-Currency
- User-Defined Inventory Methods and Tax Lot level Detail
NOTE: Self Reconcile or leverage Archway to complete Daily or Monthly Reconciliations for you. Call for pricing considerations.
The ATWeb Portfolio Edition was developed with the input of experienced investment firms with an objective to implement a tool set that enhanced operational efficiency, investment data accuracy and flexible reporting. With the Portfolio Edition as your book of record, you can reduce your manual process and quickly gain access to the information needed to operate your firm.
