Bridge Financial Technology

Reporting How-To Video's

13F Reporting and Security Detail

Additional Reporting Customization

Allocation and Performance Summary Sub Report

Reporting: Security Exclusions

Chelsea Flood

Danish Shah

Gunner Kropholler

Comprehensive guide to reporting. This includes generating, understanding and sharing reports with your clients. 

Reporting

Creating custom reporting packages and ordering reports

Reporting Packages

How to identify holdings with missing cost basis and add the tax lot details to transactions

Add Cost Basis Information

Understanding various setting options for reporting

Reporting Settings

Joseph Barth

Report Set-up

How to generate individual interactive web reports

Generating Web Reports

How to generate and download printable reports

Printable (PDF) Reports

Generating and Sharing Reports

How to navigate this section of Atlas' help docs

Understanding this section

Holdings Report

Understanding the numbers in the Household/Account Summary report, why the calculations were chosen, and how to use the report with clients

Household / Account Summary

Understanding the numbers in the Consolidated Summary report, why the calculations were chosen, and how to use the report with clients

Consolidated Summary (Account vs Benchmark Performance Summary)

How to generate a security performance report

Security Performance Report

Understanding the numbers in the Performance Chart report, why the calculations were chosen, and how to use the report with clients

Performance Chart

Understanding the numbers in the Performance Summary report, why the calculations were chosen, and how to use the report with clients

Performance Summary

Understanding the numbers in the Cumulative Net Investment report, why the calculations were chosen, and how to use the report with clients.

Cumulative Net Investment

Understanding the numbers in the Benchmark Performance report, why the calculations were chosen, and how to use the report with clients

Benchmark Performance

Understanding the numbers in the Asset Allocation report, why the calculations were chosen, and how to use the report with clients.

Asset Allocations and Top Holdings

Understanding the numbers in the Buys and Sells report, why the calculations were chosen, and how to use the report with clients.

Buys and Sells

Understanding the numbers in the Deposits and Withdrawals report, why the numbers were chosen, and how to use the report with clients.

Deposits and Withdrawals

Understanding the numbers in the Realized Gains and Losses report, why the they were included, and how to use the report with clients.

Realized Gains and Losses

Understanding the numbers in the Appraisals report, why the calculations were chosen, and how to use the report with clients.

Appraisals Report

Understanding the numbers in the Management Fees report, why the they were included, and how to use the report with clients.

Management Fees

For both Account Reports and Household Reports

Risk Return Report

Sub-reports: What, Why, How?

How blended benchmarks are calculated in Atlas

Blended Benchmark Calculation

Total Return vs Estimated Income

Accounts are missing cost basis on appraisals report

Why is Cost Basis Data Missing?

Why performance calculations are different from unrealized gains/losses on appraisal reports

Performance Returns vs. Unrealized Gains/Losses

Understanding the time-weighted return calculation

Performance and Investment returns

Why is my account's performance negative but the net appreciation is positive (or vice versa)?

Net Appreciation vs Performance FAQ

Understanding Reports

Creating and Assigning Benchmarks

What to do if you don't see a benchmark you would like

Adding new benchmarks to Atlas

Benchmarks

Target Allocations

A Healthy Balanced Diet of Assets and Equity

Target Allocation Tolerance Explanation

How to reclassify assets to match preferred language

Asset Classifications

Find answers and get help from Intercom Support and Community Experts

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