Our integrated portfolio reporting solution makes it effortless to produce customized, graphics-based presentations and pitchbooks.
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.
Portfolio Reporting & Analytics (PDF)
Performance Measurement & Return Attribution (PDF)
Portfolio Style Analysis (PDF)
Single-click
backdated reporting
Concise on-screen
and MS Excel output
Transaction & Holdings
based returns
Index and Model portfolio
comparables
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.
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