Performance Review in 1 Dashboard

Our free tool will empower you to get following insights of your portfolio's performance:

​GPA Score AnalysisReview the individual performance for each fund and plan to easily identify the areas of underperformance and where you may need to reconsider investments.

​Plan Sponsor ReviewToggle between assets and placements to review and understand where the biggest contributions are housed. This information will be helpful in your client meetings for potential strategy adjustments

​Overall Performance ReviewReviewing the overall performance will make it easy to identify which plans are failing and need attention and where you should monitor for potential risks.

​Lowest Performance ReviewMake the most informed decisions based on historical performance and by segmentations. Identify the most critical funds that will create the biggest impact on your portfolio.
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