PM1 delivers comprehensive client reporting, from detailed, institution-grade PDF report books covering every aspect of client portfolios to rich digital experiences across web and mobile. Interactive reporting, secure messaging, order placement, and payments extend transparency and engagement across all client channels.
Reporting & Client Access
Select any single or consolidated portfolio grouping, click generate adhoc report, and choose a predefined report book, or the custom selection you prefer. Report generation will begin immediately and produce your PDF in seconds.
Portfolio reporting and fee statements are automated through configurable templates, scheduled runs, and a flexible fee engine that applies your billing rules automatically across all client accounts.
PM1 provides real-time performance insight through personalised dashboards and output reporting, with richly detailed computational valuation, risk and performance data at every level of granularity.
Clients can securely access high clarity details of their investment holdings including performance, download reports and documents, and authorise trades at any time through our web and mobile client portal apps.
PM1 software will automatically generate compliant MiFIR transaction exports on demand.