Our web-based Performance Reporting portal offers on-demand reports at the account and household level. These reports are reconciled daily from any of our custodial partners and allow you to take the temperature of your business at a moment's notice. Along with the on-demand functionality, FulcrumEQ will run monthly performance statements and have them posted to your Advisor and Client Portals every month.
These reports are provided as a courtesy for informational purposes. Account values are collected from sources we believe to be reliable. Account values may be obtained from or verified through the institution(s) maintaining custody as well as from account statements issued by the custodian(s). Past performance is no guarantee of future results.