Frontex Reporter is a financial portfolio analysis and reporting application designed from the ground up to give financial advisors the power to instantly review a client’s portfolio. There is no requirement to re-key any client or analytics data, resulting in a significant reduction in the time required to review a portfolio prior to a client meeting. Entirely web-based and available on-demand from anywhere you have internet access, Frontex Reporter uses rich visual graphics to transform traditional tabular data into easily understood actionable analytics.
Advisor Benefits
Frontex Reporter gives financial advisors the edge they need to increase productivity and profitability. Portfolio review preparation and meeting times are dramatically reduced giving the advisor more time to build their business and significantly increase the number of client and prospect interactions. Frontex Reporter is a great marketing tool that confirms the innovative approach used by the advisor to effectively manage their client portfolios. The on-the-fly report generation capability of the application facilitates transparency, compliance and user education.
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Dealer Benefits
From a dealer perspective, Frontex Reporter supports advisor effectiveness and efficiency, process optimization and best practices, while demonstrating dealer innovation.
Seamless Integration with the Back Office Processing System and Fund Analytics
- Direct connection to the dealer’s back office system for client holdings and transaction updating on a daily basis
- Daily upload of mutual fund analytics from a premium fund data service provider
Frontex reporter for dealerships
Leverages the Full Web-based Client Experience
- No application specific software required on the PC
- Available to any high speed internet connected PC, anywhere, anytime
- Leverages Adobe Acrobat Reader for high quality report generation on the fly and Microsoft Silverlight for maximum visual effect.
Full Suite of Portfolio Analysis Analytics
- Twelve portfolio analysis modules and views
- Client, plan and mutual fund Rate of Return calculations for periods that include: since inception; 1 / 2 / 3 / 5 / 10 years; 1 / 3 / 6 months and Year-To-Date (Modified Dietz)
- Risk-return fund analysis including Standard Deviation, Beta, Alpha and Sharpe ratio measures
- Dynamic fund correlation matrix for easy segmentation and Top Holdings analysis
- Map-based geographic allocation module with dynamic and detailed highlighting by region and country
- Portfolio allocation by sector based on the Global Investment Classification System (GICS)
- Security allocation by security type and investment allocation by fund type (IFIC)
- Equity style (value, growth, blended); fixed income style, credit quality and duration
- Incorporates comprehensive fund fact sheets
- Choose to view one client or multiple clients i.e. including household accounts
Customized Report Generation and Personalization
- Report generation using industry standard Adobe Acrobat .pdf format; view, print or email report user options
- User selectable options include account(s), report title, rate of return period, risk vs. return period and views to include all modules
- Report highlighting available through Adobe Acrobat (Full Version)
- Intuitive Design with On-board Help Screens
- Intuitive design facilitates easy navigation, rapid adoption and visually rich portfolio presentation capability
- Embedded financial definitions for all relevant terms