Your clients want to see how their assets are being managed. With our reporting and analytics tools, we make it easy for you to show them.


In addition to the standard reports found in almost any portfolio management software, we give our advisors the ability to customize reports to show clients what’s important to them. Inside Potomac's platform, you can take different sections of your favorite standard reports and create custom, personalized reports just for your clients. These reports can even be branded with your color scheme and logo. 

Standard reports

  • Performance
  • Transactions
  • Portfolio Position
  • Gain/Loss
  • And More!

analytics reporting

Customized reports

The possibilities are practically endless when it comes to our reporting chassis. You can mix and match portions from an extensive list of sub-reports, all branded with your company logo and color scheme. We will work with you to make sure the reporting fits your business needs.



We have created a comprehensive statement of your clients' household accounts. Our statements give clients a quarter-end snapshot of how their accounts have performed, in addition to an allocation and activity summary. These statements are great tools for you to use during your client meetings.


Quarterly Statement

Business Intelligence

Our platform goes above and beyond with our Trends App. This app helps you identify trends that can be used to improve your business. You can take an in-depth look at your business analytics such as:


  • AUM: Growth and attrition factors
  • Demographics
  • Payouts
  • Performance
  • Revenue