Seraf provides extensive reporting about each portfolio's current holdings, returns and investment history. Both data and graphics provide all the detail you need to evaluate past performance, current value and any future returns. Account Statements can be generated by the quarter, year, or for any custom period.
Enterprise accounts have additional reporting for investor metrics and/or fund metrics to provide a complete picture of performance across individual investors and the entity as a whole. Plus, Enterprise clients can provide Updates to report on the performance of each company in their portfolio. Both Enterprise Account Statements and Updates can be printed, downloaded to PDF or exported to Word. Word exports enable further customization in order to create the exact report desired.
Seraf also enables the easy export of most tables, so that you can easily access your investment data for further analysis or custom reporting.