Pershing Ltd has rolled out its new portfolio-reporting template to help its wealth manager and adviser clients offer clear, individually branded documentation to end investors.
Notable features of the new system include a more than 20-page colour-coded booklet presenting information ranging from portfolio breakdown to top contributors and transaction history.
Kevin Bonar, chief executive of Pershing Limited, part of BNY Mellon, said: “When we produce valuations, we are directly representing our clients to the end investor, so it is vital that the service we provide is of the highest standard.
He added: “Our updated reporting system allows for clear, transparent and professional documents that are designed with the user experience firmly in mind.”
Adviser view
Susan Hill, chartered financial planner, at Hertfordshire-based Susan Hill Financial Planning, said: “It is very rare for a product to provide something of absolute quality which will give you everything in one place.”
