CLIENT PERFORMANCE REPORTING



Following significant development efforts and in consultation with our agent lender and beneficial owner clients, DataLend is excited to announce the release of our all-new Client Performance Reporting suite.

Experience Client Performance Reporting's new look and feel, including our enhanced graphic library and more intuitive screen layout. Benefit from faster data processing and retrieval made possible by our updated architecture. All data points can be downloaded to Excel and easily exported for presentation purposes.


NEW PEER GROUPS

Assess performance across new peer group matching options

Four peer group matching options allow users to select the best peer group match for their client (in addition to matching at the security and dividend rate by default):


NEW CLIENT DRILLDOWN

Review performance at program, client, fund and account levels


BESPOKE CLIENT GROUPS

Create tailored client groups for performance analysis


CREATE-YOUR-OWN PERFORMANCE METRICS

New filter options allow users to multi-select by asset class and country


NEW TRENDING DATA

If you have any questions about the new Client Performance Reporting, please reach out to the DataLend product specialist team at DataLendProductSpecialists@equilend.com.


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