The Analytics You Want

Reporting to your clients is where the rubber meets the road in your business. Navigator's reporting modules simplify the task of creating reports, giving you the information you need, when you need it.

Create Reports Across Entities and Years:

Consolidated Asset Allocation
Consolidated Fixed Income Analysis
Equity Style Box
Sector Breakdown
Industry Breakdown
Geographic Analysis
Projected Fixed Income Cash Flow

Used By:

Family Office Managers
Investment Advisors
Portfolio Managers
Individual Investors
Trust and Estate Administrators

Portfolio Analytics

Navigator is a powerful reporting tool, but when you really want to analyze your holdings you can use the Portfolio Analytics module to gain more visibility into your investments.

How Does It Work?

Portfolio View uses information from Interactive Data and Russell™ Investments to make sense of your investments. The holdings in your portfolio are automatically classified by geography, capitalization, sector, industry and other criteria. This allows you to spend your time analyzing instead of classifying.

Compare the allocation of your portfolio to the holdings of three major Russell™ indexes.
Choose the appropriate level of diversification and confidently manage your equity holdings whether they're in one portfolio or multiple portfolios.
Generate meaningful reports that clearly display the diversification of your equity portfolio.
Export data onto one report so you can format custom reports.
Combine your equity and fixed income allocation reports to compare multiple portfolios side by side or combined on one report.
Run reports that cover multiple years and multiple entities on a single report.