Easily generate and download any report you might need right from our Liberty platform. There’s no need for data transfers and no delays — giving you the freedom to evolve as quickly as the market does.
Powerful performance reporting is integrated right into Liberty. We use a Time Weighted Return (TWR) method of performance reporting that produces GIPS-compatible data. You can generate this data for specified time periods or for select models, as well as view it by variance from the average for that time period.
Within our platform, you have access to a variety of trading, cash management, and assets under management reports that support the daily operational activities of your practice. You can also access reports that lend oversight into the performance and activities of your representatives. Just some of the reports we provide include: