Solutions

Portfolio Reporting Software and Investment Management Software

The ATWeb Portfolio Edition provides robust decision support tools and progressive reporting capabilities to investors. Quickly sort by Top positions and customize display options to view in charts or list views.

Performance Dashboards

  • Specify Portfolio and Position Attributes to reflect your business
  • Customize Dashboards for ’slice and dice’ reporting
  • Performance Return Metrics by Portfolio and Security including
  • IRR, X-IRR, TWR, TR
  • Asset Allocation by any Classification
  • Asset Allocation by Security Type
  • View Top Security Types
  • Analyze Top Positions
  • Run Benchmarks reports
  • The Data You Need to Make Decisions…On-Demand