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Aggregated Performance Reporting

Private Wealth Systems (www.privatewealthsystems.com) consulted with UXL to design the next generation of aggregated reporting for ultra high net worth clients.  One of our key challenge was to bring a fresh look to the stodgy world of performance reporting. In addition, we were tasked with designing key functionality to display and manage large amounts of data in an intuitive way, including a portfolio dashboard, the ability to custom create reporting structures via a WYSIWYG interface, transaction management capabilities, and the design of a suite of customizable reports.

 

 

 

A portfolio dashboard allows users to view holdings across multiple portfolios, create new, and report on individual portfolios.

 

 

 

Multiple report types are generated overnight and available in real time. The default allocation report allows users to view segments with ranges and targets.

 

 

 

Users can customize all reports by selecting data columns and visualizations that are best suited for their client.

 

 

All reports are optimized to provide a clean, professional output. 

 

 

 

 

 

 

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