One-Click Portfolio Updates
Monthly reporting should be controlled, not chaotic. One-Click Updates centralize fund performance entry and propagate it across all connected investor accounts with a full audit trail.
Reporting Time
-80%
Manual Steps
1 Update
Error Risk
Lower
Why It Matters
Teams waste hours repeating the same update across dozens of spreadsheets and client reports, introducing avoidable errors.
Core Capabilities
- Single update flow for all investors in the same fund
- Automatic recalculation of client-level totals and returns
- Change history for every update with timestamps
- Immediate dashboard refresh for advisors and clients
Turn One-Click Updates Into a Client-Winning Advantage
Book a walkthrough to see exactly how this feature works in your advisory workflow, with your client model and reporting process in mind.
Related Features
Client Portal
Give each client a secure, modern dashboard for holdings, performance, documents, and updates.
Multi-Currency
Track and report portfolios across currencies while presenting clear client-facing values.
White-Label Experience
Deliver a fully branded investor experience with your identity front and center.