Reporting
Whether single or consolidated portfolios, a simple one-pager or a complex set of tables: Netfolio tailors reporting precisely to your needs - flexible, consolidatable, and fully traceable down to the last detail.
Reporting
From expenses and fees to taxes and TER, Netfolio provides full transparency. All reports are automatically generated in your corporate design and are instantly available as PDFs - professional, precise, and customized.
What Reporting delivers
From one-pager to consolidated family office report
Individually configurable per client
Always available as PDF in corporate design
Netfolio Reporting covers all asset classes - from bankable to non-bankable assets. Reports can be customized, consolidated, and broken down in detail, for example with cost overviews per custodian bank including TER, or look-through analysis for funds. Numerous templates are available in German and English.
For typical requirements, Netfolio offers predefined report sets-for example for wealth, occupational pensions, or family offices. These sets combine layouts, tables, and charts in various formats-from asset overviews and performance and cost analyses to transaction statements and return-risk comparisons.
Contact
Whether simple overviews or complex consolidations: Netfolio Reporting provides you with the flexibility for tailored analyses. Let’s discuss together how to bring your reporting ideas to life.
