Multiple, Complex Entities in a Single Consolidated Report

You no longer need to spend hours piecing together information from individual reports to see the "big picture." With Advanced Reports™, combine multiple entities while spanning multiple years and have the information you need immediately.

View sample reports from Advanced Reports.

Create and Analyze Reports Across Entities and Years:

Common and Preferred Stocks
Consolidated securities positions
Capital Gains
Cash Balances
Cumulative Payments
Total Interest or Dividends Received

With Advanced Reports You Can:

Create professional looking consolidated balance sheets and income statements for multiple entities.
Consolidate multiple entities and/or multiple years into a single report.
Compare your entities side by side on a single report.
Look at your investment holdings across multiple entities.

Advanced Reports is Used By:

Family Office Managers
Financial Professionals
Individual Investors
Investment Advisors
Trust Administrators
Business Managers

Make Complex Reporting Simple

Advanced Reports allows you to create reports that incorporate multiple entities and span multiple years. Advanced Reports lets you see the big picture with powerful, time-saving capabilities.

With Advanced Reports You Can:

Report on entities grouped by "families" spanning multiple or single entities, or spanning multiple years.
Export report data to other spreadsheet applications.
Create your own customized reports.
Copy entire entity families for easy year-to-year continuity and data management.
Update names within an entire entity family easily.
Present reports that are easy to read with category and account indentations, and bold and underlined totals.
Save report formats and save reports by entity family.

Choose from two Advanced Report Editions

Advanced Reports Standard Edition: Create five entity families, each of which may contain as many as 15 entities.
Advanced Reports Pro Edition users: Create an unlimited number of entity families without limiting the number of entities per family. Create consolidating reports. Allocate a only a percentage of each entity into reports. Store an unlimited number of Qualifier Tables and custom reports.

Advanced Reports Requirements

All users must have Navigator Standard Office Edition or Professional Office Edition Version 8.2 or above. Find out about system specifications and requirements.

Advanced Reports Brochure (requires Adobe Acrobat)

View the Advanced Reports Brochure