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Pershing introduces redesigned portfolio reporting template


Pershing Limited has introduced redesigned portfolio reporting template allowing wealth manager and adviser clients to offer clearer, more comprehensive and intuitive individually-branded documentation to end investors.

The key features of the new valuation reports include:

• 20+ page colour-coded booklet presenting information ranging from portfolio breakdown to top contributors and transaction history

• A ‘portfolio at a glance’ page providing an immediate overview of financial position

• Customised market commentary

• The ability to tailor content to adviser’s corporate identity and specific needs of the end investor
Pershing conducted focus groups with adviser clients to ensure that the updated reports reflect client demands for detail, clarity and presentation quality, employing both colour signposting and creative use of graphics to illustrate positions.
Contract notes have also been improved in line with the new investor valuation reports, and can also be fully branded with advisers’ individual corporate identity. Soft copy contract notes will be delivered within two and a half hours of a trade being booked and the paperless option helps advisers to achieve cost savings.
Kevin Bonar, CEO of Pershing, says: “When we produce valuations, we are directly representing our clients to the end investor so it is vital that the service we provide is of the highest standard. Intuitive design helps clients make informed decisions, as well as strengthening trust in their advisers. Our updated reporting system allows for clear, transparent and professional documents that are designed with the user experience firmly in mind. 
“Since branding, identity and client ownership are so important to our clients, the ability to fully customise the white-label report is a crucial component of the updated system. The intuitive ordering and level of information, which progresses from overview to account level holdings, provides invaluable analysis and has been very well received by clients.”

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