GPA provides each client with access to their data through a web-based portal powered by Clearwater Analytics. This platform provides our clients with direct access to their portfolios which is reconciled to their custodian bank daily. Now clients can access their data at anytime with easy downloads into excel and pdf formats. The portal provides clients with a library of pre-built reports and the ability to create custom reports to meet specific needs.
GPA also provides monthly, quarterly and annual statements, which provide both concise and visually appealing data. Reports include portfolio characteristics, performance, transactions and holdings. Quarterly reports include strategic plan, compliance and market overview.