Grace Financial Group reporting provides on demand access to information about the portfolios under your firm’s management. Portfolios may be grouped together to measure aggregate performance or reported on separately. These reports are easy to create, customizable, and multicurrency enabled. The software can be white labeled and can automatically generate outbound emails to a distribution list on a daily, weekly, or monthly basis for all reports. Add to the transparency of your activity by sending reports to interested parties showing sector and industry aggregated positions, contributions and withdrawals, or commission reports.

- Use the menu on the left to explore the software interface and report samples-