Investment Platform Reporting

Over the last few years, there has been a growing demand from investors for more transparency and better reporting around their platform performance reporting. This is particularly true for fund managers who are using platforms to administer their performance for their portfolios.

In response to this demand, platform investment reporting solutions have developed extensive capabilities that not only allow investors to see exactly how their money is being invested but include services like fund administration, custodian services and client reporting, all packaged into one.

One of the key benefits of performance reporting is that they give investors a much clearer picture of where their money is being invested in a timely and accurate fashion. This can help improve the overall client experience, make more informed decisions about their investment portfolio, and ensure that it is aligned with their financial goals.

If you are a fund manager who is looking to provide more transparency to your investors and free up internal resources, then engaging a platform performance reporting service is a great way to do it.

Fund Reporting tools for business efficiencies

There are a number of benefits that fund reporting services can bring to an investment management business. One of the main benefits is efficiency. By outsourcing this function to a specialist service, funds can free up time and resources that can be better spent on other areas of the business. This can lead to cost savings as well as the improved overall performance of the fund.

Another benefit of using fund reporting services is that it can help to improve decision-making. By having access to accurate and up-to-date information, funds can make more informed decisions about where to invest their money. This can lead to better returns and less risk in the long term.

If you are looking for ways to improve the efficiency of your business, then fund reporting services may be something worth considering. With the right service, you can reap the benefits of improved performance and cost savings. This can help you to grow your business and achieve your financial goals.

Investor Reports

There are a number of ways to measure and report investment performance, but not all of them are created equal. When it comes to choosing the right service for your needs, there are a few key factors to keep in mind.

Cost is always an important consideration, but you also need to make sure that the service you choose can provide accurate and timely reports. Additionally, you’ll want to consider whether the service offers any customisation options or additional features that could be useful for your business.

Several different investor reporting services are available on the market today. While each one has its own unique features and benefits, they all share a common goal: to provide accurate and timely automated reports that can help you make better investment decisions and eliminate human errors.

Which investor reporting service is best for you depends on a number of factors, including cost, customisation options, and additional features. Consider all of these factors when making your decision to ensure that you find the perfect fit for your business. With the right investor reporting service in place, you’ll be able to make better investment decisions and achieve the results you’re looking for.

Who are the main platform investment reporting services?

The main platform investment reporting services in Australia are Netwealth, Hub24, Praemium, Macquarie, and MLC. Each of these platforms has its own strengths and weaknesses, so it’s important to choose the right one for your needs.

  • Netwealth is one of the largest platforms in Australia and offers a wide range of features, and they offer comprehensive reporting services. Netwealth provides detailed reports on your portfolio performance, asset allocation, and more. They are an independent firm, ensuring that the reports are objective and unbiased.
  • Hub24 is a popular choice for those who want a simple platform with moderate fees. Hub24 provides a comprehensive suite of fund reporting services that helps fund managers meet their regulatory requirements and can provide tailored solutions to meet specific needs. Offering a range of services, including fund performance reporting, compliance monitoring, and investor communications.
  • Praemium is a fund reporting and administration platform that offers a suite of tools for fund managers. Praemium provides comprehensive reporting, portfolio management, compliance and risk management services. Designed to make it easy for fund managers to meet their regulatory requirements. The platform provides a single view of all portfolios, positions and transactions. Fund managers can use Praemium to generate reports on performance, asset allocation and risk.

Praemium Wealth Management Platform

Praemium is an international provider of fund reporting and administration services. They offer a comprehensive suite of solutions that helps fund managers meet their regulatory obligations while also providing them with valuable insights into their portfolios. Some of their services include:

  • Fund reporting and analysis
  • Regulatory compliance
  • Investor communications
  • Portfolio management and accounting
  • Performance measurement and attribution

They work with some of the world’s leading asset managers, including BlackRock, Fidelity Investments, and JPMorgan Asset Management, providing them with accurate and timely information about their investment portfolios, so they can make informed investment decisions.


Netwealth is an Australian financial services company that provides online investment, superannuation and retirement products and services. The company was founded in 1999 and has since grown to become one of the largest providers of online investment products and services in Australia. Netwealth offers a range of different performance reporting options for its clients, which makes it easy to track the progress of your investments and ensure that they are performing as you expect them to. Netwealth also offers a range of other financial services, such as tax planning and estate planning, which can help you make the most of your money.

When it comes to performance reporting, Netwealth gives its clients a lot of options. You can track the progress of your investments online, via email or even through their mobile app. This makes it easy to stay on top of your finances and ensure that your assets are performing as you want them to.


Hub24 is a leading provider of investment services, analytics and performance reports. They work with some of the world’s largest asset managers, banks and financial advisers, providing them with the tools they need to deliver superior investment performance to their clients.

Offering a range of services that helps our clients to measure, monitor and report on the performance of their portfolios. Hub24’s products are used by investment professionals all over the world, helping them to make better-informed decisions about where to invest their money.

If you’re a fund looking for an investment reporting and performance measurement service that can help you to improve your investment results, then Hub24’s website is worth considering.

SMA Performance Reporting (Separately Managed Accounts)

An SMA is a separately managed account. This type of account is where the client has their own account with the investment firm, and the investment firm employs one or more portfolio managers to manage the account on behalf of the client.

The portfolio managers make all of the investment decisions for the client, and they are responsible for executing trades in order to achieve the desired results. The advantage of an SMA is that it allows investors to have a great deal of control over their investments.

They can choose which portfolio manager to work with, and they can also decide how much risk they are willing to take on. SMAs can be used for a variety of different investment strategies, and they can be customised to meet the needs of each individual investor.

SMA reporting services are designed to provide investors with timely and accurate information about the performance of their investments. The reports are generated by tracking the performance of numerous investments or portfolios on a daily basis. The reports include detailed data on asset allocation, risk management, and return analysis. Some of the more well-known SMA reporting service providers are Lonsec, Macquarie, BT and Morgan Stanley, and Quant Reports to name a few.

Quant Reports Performance Reports

Quant Reports is an independent research firm that provides analysis and information to investors and fund managers. We offer a range of services, including portfolio analysis, asset allocation recommendations, and market commentary.

Our reports are designed to help investors make informed decisions about where to allocate their assets. Quant Reports has a team of experienced analysts who use proprietary data sources and analytical tools to produce insightful research.

In addition to providing reports, Quant Reports also offers consulting services to clients who want more personalised advice. Their team can provide customised asset allocation recommendations and help clients develop investment strategies that meet their specific goals.

Whether you’re an asset consultant, advisory or a professional money manager, Quant Reports can provide you with the research you need to make sound investment decisions. Visit their website today to learn more about their services and how they can help you achieve your financial goals.

Quant Reports is a performance and factsheet reporting service providing fund managers with insights they need to make better decisions. Our reports are tailored to each client’s needs and include data analysis, asset allocation and performance attribution. We believe that our reporting services can benefit fund managers in a number of ways:

  • By providing comprehensive and up-to-date information on their portfolios, our reports can help fund managers to identify potential risks and opportunities.
  • Our reports can also help fund managers to track their performance against their peers and benchmark indexes.

In addition, our reports can provide valuable insights into the behaviour of markets and how different asset classes are performing. This can help fund managers to make more informed decisions about where to allocate their assets.

We are committed to providing the best possible performance reporting services to our clients to ensure your future success. If you are a fund manager, investment consultant or advisor and want to learn more about our platform, don’t hesitate to contact us today. We would be happy to discuss your specific needs and provide you with a customised report.