Charles Schwab

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Portfolio Reporting

Dynamic Reporting That Engages Clients and Drives Business

Communicating crucial investment information in an intuitive, easy-to-understand format can help you both connect with your clients and improve your business operations. With our wide range of dynamic reporting capabilities, Schwab Performance Technologies® (SPT) enables you to deliver reliable data in an efficient and effective way with customized reports that help you showcase the value of your firm to clients.

No matter which SPT solution you choose, you’ll have access to an industry-leading reporting platform that gives clients a clear, engaging view of their portfolio and allows you to make informed decisions faster for your firm.

Client Presentations

Clearly show clients how you’re managing their investments with professional, high-quality graphical reports that demonstrate the value of your offer while highlighting your firm’s own distinct brand identity. These reports are highly customizable to allow you to tailor complex investment information—including portfolio performance, holding information, and billing—to match the way you work best with clients.

When you deliver the right information in the right way at the right time, it makes a significant and positive impact on both clients and your business. And by offering a clear view of how investments are performing, you can spend less time explaining details and more time building valuable client relationships.

View sample Client Presentations

To view a wider selection of capabilities, visit the presentations gallery.

Analytical Practice Management Reports

Get a clear snapshot of the information you need to make timely, informed business decisions and run your firm more effectively with Analytical Practice Management Reports. We offer a breadth of detailed reports for single portfolios, groups, or the full range of your accounts. With the ability to look globally across client accounts or create customized sets for deeper analysis, you can easily monitor and quickly respond to your clients’ investment positions and performances.

View sample Analytical Reports

To view a wider selection of capabilities, download the Analytical Reports Overview.

Learn More

See how our portfolio-management solutions can set your firm up for success— download our brochure.

Contact Us

Interested in learning more? Call our sales team at 800-528-9595 or request more information.