Seraf provides extensive reporting about each portfolio's current holdings, returns and investment history. Both data and graphics provide 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. Individual Professional account holders with multiple investment accounts and Enterprise accounts can use the drop-down to choose the appropriate account on which to report. Enterprise accounts can also create their own custom reports from their own customizable template.
Enterprise accounts have additional reporting for investor metrics, including fund metrics for fund accounts, 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, including KPIs, if tracked. Both Enterprise Account Statements and Updates can be printed and downloaded to PDF for internal record-keeping or to share with others.
Seraf also offers custom analysis reporting to Enterprise customers to conduct their own investment analysis to report on key metrics and data derived from specific criteria within their investments.
Users can easily download / export most tables in their account, from which they can conduct additional analysis and create their own custom reports to supplement those created automatically through Seraf.
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