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© 2024 Envestnet, Inc. For investment professional use only. Not based on actual client data - for illustrative purposes only.
Performance Reporting
With our Performance Reporting system, you can customize your data experience to review at a
granular (account) or holistic (client) level. Quickly build reports to view market values, net
investments, and a flexible range of performance ranges. Reports are divided among four tabs:
Overview, Performance, Activity, and Holdings, and you can create custom reports to meet your
clients' needs.
Our Quarterly Reports page contains all client Quarterly Performance
Reports (QPRs):
• QPRs are posted during the third week after quarter-end.
• QPRs are stored for eight quarters; older QPRs are archived and may be provided by our Service or
Sales teams as needed.
• Envestnet does not automatically mail QPRs or any other documentation to your clients.
Performance Full View
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