Performance Reporting

You need the ability to slice, dice, and customize the view of performance data on-demand. SS&C’s performance reports can be generated across multiple channels to provide key stakeholders with critical investment insight. Our reporting options are embedded into our performance solutions to provide a streamlined process from data aggregation and management to customized report generation.


Integrated data management tools
In order to produce meaningful performance reports, you need accurate data. SS&C’s performance reporting solutions work off of scalable data stores consisting of real-time and historic data, supplemented with world-class data provided by SS&C and its partners.

Role-based dashboards
Our configurable roles-based dashboards enable you to automate your workflows and create shortcuts to streamline operations. Users can produce timely and relevant content and seamlessly distribute information to reduce operational risk for your firm and improve investment decision making.

Unlimited delivery options
You can create reports in any currency or language, with full support for global regulatory standards. With the ability to use data from any source, you can confidently capture all critical investment data and publish content via an online portal, email, PDF, or mobile device.