Every investment report comes to you in different formats and with different content, so systemise it with Portsum.
Commonality means you can now compare like-with-like across your different investment managers.
Our summary reports make sharing information with your connections simple and straightforward.
Portsum consistently delivers what you need to know not the edited highlights that they want to tell you.
Now, we’re sharing our template for free.
Demand clarity and consistency in your investment reports. Don’t be fobbed off with unnecessary complexity. You need to know what’s going on.
Managing Director,
UK Single Family Office
Investment reports are heavy on detail and every manager reports in a different way with no standardisations. This is both challenging and frustrating for all clients, whether or not they are investment professionals.
Portsum solves this by creating a new common reporting standard that is user friendly, accessible and transparent. With better information better decisions are then possible.
Portsum common reporting standards include showing performance statistics, major decisions made, relevant people changes and cash costs incurred. All you need to be on top of what is happening with your capital.