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Transparent reporting

Multi-Advisor Accountability

It's not about more or less information. It's about the right information in the right context. The goal is for you to fully understand your portfolios to ensure they accomplished your life goals.

  • Reports contain a consolidated rollup of all portfolios and advisor-specific reports.
  • Dashboard reporting condenses hundreds of pages into a handful for efficient review.
  • Advisors are stack ranked by six key portfolio metrics that tie back to the Investment Policy Statement.
  • Annual advisor estimated tax cost report is available for taxable portfolios.
  • Quarterly reports are sent to all advisors, creating a healthy competition and accountability.
  • Interactive online portal is updated daily and includes all key metrics for instance analysis.
  • Reports are flexible and are customized for each Armada investor.