You can find PPR reports on any individual client page by clicking on the performance tab.

All the reports are customizable, you can change the date range by selecting the button on the left hand side of the page and choosing the dates for which you would like the report to show data.

You can also edit the reports to see specific accounts. Simply click on the name of the account to remove it from the report.

Once you have selected which accounts you wish to view, and for what date range, you will see the reports for balance, performance & best/worst performers. You can use the three bars underneath the reports to scroll through them.

To download a copy of the reports with your selected accounts and dates, simply click the three dots on the top right hand corner of the reports and you will be able to download them as a pdf document, or the audit option, which pulls the data into an excel document.

Expanding reports will using the arrows in the top right of the report will reveal the benchmark button on the right hand side of the screen. Select your desired benchmark and it will overlay on the report you have selected.

For more information on each individual report please see here

Scrolling further Down you will see the Summarise section, click Summarise to see the dropdown. Performance for both Time Weighted and Money Weighted calculations will be displayed for various periods. This data can be viewed by period, or in a cumulative fashion. This can be changed by clicking the top left hand corner.

Next you will see the Analyse section. Click Analyse to see the dropdown. This table shows the performance of individual investments. Clicking the dropdown arrow next to the account name will bring up the performance of the individual assets in the account.

And that's our PPR tool!