Portfolio Management Reporting Software

Reports generated in Portfolio Maximizer provide decision makers with immediate visibility into metrics and KPI’s ranging from asset to portfolio and fund-level performance. Reports can also be generated for individual investors, removing the need for cumbersome and time-consuming construction of separate spreadsheets.

The Portfolio Maximizer software provides your organization with standard reports that provide insight and actionable information to enable timely and informed analysis and decision making. With built-in reports that ensure your entire organization is making decisions based on a single set of data, Portfolio Maximizer supports investment management best practices and eliminates the information silos created by multiple versions of Excel spreadsheets.

• Metrics presented include: IRR, Time Weighted Returns, Equity Multiples
• Performance levels presented include: Asset/Investment, JV, Fund, Individual Investor
• Reports can be viewed for any point in time – past, present, and future
• Information can be sliced and diced based on specific report parameters, including property, fund, and loan attributes
• Automated NCREIF Returns Report