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STATEMENTS AND REPORTSWhat it is
The performance report, explained.
Summarizes a portfolio’s allocation, returns and progress toward goals, often produced from portfolio management or reporting systems such as Addepar or d1g1t.
Key fields
What Intelligent Document Processing extracts
Client and householdPeriodAsset allocationReturns by account and portfolioBenchmarksFees
How IDP works With FutureVault
How FutureVault handles the performance report.
Delivered automaticallyEvery Performance report lands in the right vault from your custodian or reporting system, with clients notified.
Every delivery loggedKnow who received and opened each Performance report, ready for compliance.
Answers on demandVault Insights AI answers client and advisor questions from the Performance report itself, with sources.
FAQ
Performance report questions, answered.
When is the performance report due?
As agreed with the client, often quarterly and annually.
Can FutureVault extract data from the performance report?
Yes. Intelligent Document Processing reads the performance report and captures fields such as client and household, period, asset allocation, with a confidence score on every field and human review for anything uncertain.
How does FutureVault handle the performance report?
Every Performance report lands in the right vault from your custodian or reporting system, with clients notified. Know who received and opened each Performance report, ready for compliance.