Reporting

Advanced Reporting and Data Delivery

Maxim Group provides a broad range of information delivery options and the in-house resources to support them.

SunGard’s VPM Portfolio Accounting and Reporting

  • Comprehensive, fully integrated and customizable application.
  • Over 80 standard and customizable reports are available.
  • Multi-asset class
  • Multi-currency
  • Multi-strategy

Pershing NetXInvestor – Account Access
Online and real-time positions, balances and activities
Mobile access
Access a broad range of easily customizable reports in PDF, Excel or delimited format
Moneyline
Trading History
Confirmations
Statements

Data Delivery
Customized file capabilities
Direct from Pershing data files
Service provider integration