PORTFOLIO INSIGHTS

With all your investments consolidated into our secure technology, we benchmark, track and analyze the performance of your portfolio. And as new investment activity occurs, we continuously update our analytics platform. On a quarterly basis, we issue a comprehensive and customizable report that summarizes your portfolio performance.

 

When you partner with EPP, you’ll also receive a summary of key insights, which are intended to draw quick attention to critical aspects of your portfolio and make the data more actionable. We highlight trends, threats, and opportunities, all tailored to helping you achieve your personal goals. It’s an entirely new way of visualizing the performance of your portfolio.