Performance Reporting

Performance Reporting

Professional performance reporting starts with accurate information, but also includes comparison against benchmarks and your goals. Mallery Financial has invested in industry-leading independent third-party reporting software to provide just that.

Our reporting system also enables aggregation of all of your accounts, which may be spread across different custodians, into a unified, standard reporting environment. We can also combine the data from selected accounts (for example, all of your retirement accounts, or all of your taxable accounts) for aggregated reports. At the highest level, we can provide a report for all of your accounts, across all account types, to give you a clear idea of your overall performance.

Whether you are looking for a high-level aggregated composite report or want to drill down into deep details of any one account, our reporting software can provide the reporting you need.

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