Analytics & Reporting
Historical and Daily Portfolio Reports
ConvergEx Prime Services offers a broad array of reporting, including daily, weekly, monthly, quarterly, and yearly information, as well as statements and 1099s. Prime services clients have access to a comprehensive suite of analytics and reporting solutions, including consolidated performance and risk reporting across multiple accounts. In addition, more advanced reporting such as risk metrics, tax lot reporting and others are also available. Our prime brokerage reports are highly customizable, allowing our clients to view data by multiple criteria, and may be viewed in PDF and Excel formats.