Global. Local. Pershing in Europe.

Private Client Solutions

• Operational Support
• Trading Services
• Flexible Technology
• Investment Solutions
• Service Excellence

Investor Reporting

Pershing’s Investor Portfolio Reporting solution encompasses a suite of high-quality reports developed to meet the information needs of today’s discerning investor. Your branding, performance algorithms, and market and product commentary can be integrated, enabling you to personalise the reports to meet your clients’ requirements.

• The report incorporates your logo and corporate colour scheme, supporting your client communications and reinforcing your corporate image. Colour PDF output enables reports to be printed in full colour if desired.
• The option to consolidate information within Valuation Reports, Statements, and Contract Notes means you can provide your clients a comprehensive report or separate reports.
• The inclusion of your firm’s market and product commentary, and the ability to choose the sections and their order within the report, ensures you have flexibility in providing tailored information to your clients.
• Receive reports as PDF files for ease of storage, printing, and dispatch or have Pershing provide monochrome printed reports.