Robust Reporting

Customize your own summary dashboard and drill through to detailed information to better understand the health of the enterprise, fund performance and tax lot detail for each position.  Dashboards also allow you to view Top Positions, Top Investors/Clients, Asset Allocation, Capital Movements and Financials on the fly.

ATWeb provides configurable inserts by user to enable self service reporting.  Additionally, ATWeb provides over 80 standard reports generated to MS Excel and Adobe PDF formats with the option to email directly from the application to each investors point of view.

ATWeb Reporting includes:

> Financial Statements
> Partnership Reports
> Portfolio Reports
> Accounts Payable Reports
> Accounts Receivable Reports
> Asset Management Reports
> Investor Reports (Detail and Summary)

All reports are:
> Pararmeter driven
> Enable filtering, sorting and grouping
> Distributable through printing or email
> Great for audit support
> Also available to Investors
> Custom reports can be built

Each report can be made available through the Investor Login features of ATWeb.  This allows you to tailor, at the report level, the information available to your investors.

Your logos can be uploaded into ATWeb and flexed onto the reports, allowing you to further align the output of ATWeb with your fund and operations.