Pershing Limited has introduced a new portfolio reporting template, which is intended to improve the communication experience of clients, as well as support white labelling of further communication between financial intermediaries and their clients in turn.
Key features of the new template 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
Focus group testing of the template found that factors such as detail, clarity, presentation quality, and colour signposting and use of graphics to illustrate positions are all deemed positive attributes by end users of reports.
Kevin Bonar, CEO of Pershing, said: “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.”
Pershing is a BNY Mellon company, which provides broker-dealers, asset managers, intermediary firms, IFAs, and financial institutions across Europe with a comprehensive range of products, services, and solutions including retail clearing, fully disclosed institutional global clearing, broker services, and trading services.