Privé’s reporting module equips institutions with the tools to deliver consistent, data-driven insights across portfolios. From high-level summaries to detailed attribution, every report is built on real-time data and aligned with client expectations, regulatory standards, and operational efficiency.
Privé transforms client reporting from a manual task to an automated workflow. The platform ingests positions, transactions, and benchmarks to generate structured reports on performance, risk, and allocation.
Advisors gain full visibility across accounts, while clients receive timely, clear insights they can act on.
Generate periodic or ad hoc portfolio reports with full P&L calculation at the security and portfolio level. Reports are built from live positions and transaction data, ensuring accuracy and eliminating manual steps.
Break down performance across securities, sectors, and strategies. Attribution tools isolate the contribution of each holding, enabling productive client conversations and data-backed reviews.
Select from a wide range of indices to benchmark portfolios or individual securities. Visual comparison tools help advisors demonstrate how portfolios are tracking relative to market references.
Combine data from multiple custodians and sources into a unified reporting view. Advisors can drill into accounts, securities, or asset classes for detailed analysis without switching systems.
Advisors access real-time dashboards with key metrics and downloadable outputs in PDF and Excel formats. Reports are formatted for institutional use and ready for client delivery.
Live connections to custodians and market data providers ensure reports reflect the most current information. Clients and advisors always operate from the same up-to-date data set.