Reports & Analytics

Easily generate and download reports 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. 

Amanda Potestato, Strategic Programs Consultant
Instant Insights
Performance Reports
Practice Management Reports
Custom Reports
Instant Insights
Liberty contains the tools you need to manage your clients and their portfolios in one easy-to-use system. There’s never a need to waste time transferring data between applications. 
 
You get notified in real time about any activity, so you always know exactly what’s going on with your clients. Deposits, distribution requests, pending transactions — information you need in order to make withdrawals, analyze accounts or calculate trades is always up-to-date and at your fingertips.
 
Instant Insights
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Performance Reports

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.

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Practice Management Reports

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:

  • Asset holders report
  • Assets in transfer report
  • Cost basis report – open tax lots
  • Fees owed to money managers report
  • Gain/loss report
  • Model cash report
  • Overdraft report
  • RMD report
  • TWR report
  • Trade report
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Custom Reports
Liberty can create custom reports and deliver a unique combination of information you might need. The custom report wizard guides you through a step-by-step process for creating custom reports that can be generated immediately or delivered at regular intervals. 
 
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