Client Reporting Tool

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Whatever your vision of asset classification we can adopt it; grouping various instruments under strategies, parent funds or managers. We can then analyse and report on exposure, evolution, returns and risks in whatever dimension you require.

With a library of reporting that integrates easily into client reporting packages we provide a tailored solution for each client’s individual requirements.

Our flexible reports measure performance and risk in pronounced detail and can be refreshed constantly, giving you an accurate representation of your portfolio position.

Key Features

  • Sharpe, Sortino, Treynor & Jensen ratios
  • Volatility
  • Beta
  • Max drawdown
  • Downside risk
  • CAGR
  • IRR
  • TWR
  • Excess return
  • VAR
  • R-Squared
  • Correlations
  • Mean
  • Variance
  • Skewness & Kurtosis
  • The Greeks
  • Custom benchmarks
  • Performance attribution

Key Benefits

BRT’s Client reporting tools provides you with the power to pull the plug on spreadsheets and manual efforts from your company’s asset management procedures and equip your clients with reports that are not only thorough, but remarkably well structured and easy to read.

BRT comprehensive, simple to use and fully integrated module will help you satisfy and maximise the client experience, reflect the quality of your service and drive higher levels of engagement, loyalty and asset growth with its wide-ranging set of standardized reports.

Each client has different reporting needs, for that reason our service is 100% bespoke. We will consult directly with you to provide reports which match your needs and exceed your expectations. These can also be updated constantly as your needs change.

Product/Service details

User Suitability (Capital Markets & Investment Mgmt)
Asset Managers, Wealth Managers