Query & Reporting

Available from VestServe

Portfolio managers searching for new solutions often put a powerful, flexible reporting engine at the top of his/her wish list. IMS’ flexible reporting capabilities are designed to meet the most demanding requirements. With the click of a button, IMS can report current, historical, and projected positions and activity on any past or future date. IMS is delivered with a complete set of standard reports which can be scheduled to print on queue as required. But the real flexibility of the reporting engine lies within its ability to immediately turn any screened query into an “ad hoc report”, which can then be modified to meet your precise needs.

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