Partnering institutions' clients receive comprehensive, consolidated quarterly performance reports. The information is in-depth, yet easy to understand, as each concept is presented both in text and graphically for further explanation. The report includes consolidated portfolio performance as well as the performance of all individual investments including mutual funds, separate accounts, variable annuities, and individual securities such as stocks, bonds, and ETFs.

The full-color Quarterly Performance Report includes the following information, and more:

• Market commentary and outlook
  
• Asset allocation and breakdown of investments within each security class
  
• Consolidated summary including beginning balance, end-of-quarter, and year-to-date values
  
• Performance relative to a personal benchmark and various other indices
  
• Transaction activity