Consolidate and customize, on demand
Treasury teams save time generating reports on their short-term investments directly in ICD Portal.
Customize and generate reports in seconds
ICD Portal provides clients with flexible, on-demand reports for research, comparison, history, and audits. ICD reports cover hundreds of metrics, giving clients the ability to make informed decisions regarding their portfolio strategy and holdings. Additionally, clients can generate “what-if” scenarios to help determine optimal asset allocation.
Customize and generate reports in seconds
ICD Portal provides clients with flexible, on-demand reports for research, comparison, history, and audits. ICD reports cover hundreds of metrics, giving clients the ability to make informed decisions regarding their portfolio strategy and holdings. Additionally, clients can generate “what-if” scenarios to help determine optimal asset allocation.
Analytics reports
In ICD Portal, clients can generate nearly a dozen reports on demand, from fully comprehensive reports to individual fund reports. Standard reports can be configured to include or eliminate information to suit unique reporting requirements.
Analytics reports
In ICD Portal, clients can generate nearly a dozen reports on demand, from fully comprehensive reports to individual fund reports. Standard reports can be configured to include or eliminate information to suit unique reporting requirements.
Accounting reports
ICD Portal simplifies reporting, generating gain/loss, dividend accrual and transaction reports. Generate reports on the entire portfolio or by fund, account or entity.
Accounting reports
ICD Portal simplifies reporting, generating gain/loss, dividend accrual and transaction reports. Generate reports on the entire portfolio or by fund, account or entity.
