ZRS portfolio reporting easily integrates with most accounting systems so your portfolios are loaded automatically, every day. Our single-click account navigation and interactive report designer make it fast and simple to deliver customized, graphics-rich reports.
and MS Excel output
Transaction & Holdings
Index and Model portfolio
Quick, easy portfolio characteristics and performance attribution reporting
ZRS integrated reporting offers a single product to meet the needs of all groups—providing turnkey portfolio analysis for Portfolio Managers as well as simplified client account reporting for the Marketing Department.