Prime Brokerage - Portfolio Reporting and Analytics

Web-Based Portal. Customizable Reports. Real-Time Data.

BTIG's web-based portfolio reporting system is designed for the specific needs of equity-focused managers. Built for optimum efficiency, BTIG's robust system features a comprehensive suite of daily and monthly performance reports. Additionally, our proprietary query system offers clients the flexibility to create and generate customized reports.

Versatile Reporting Metrics. Fund Accountant and Administrator Compatible.

  • Access to over 100 reports, across multiple criteria and various parameters
  • Multi-currency views
  • Ability to generate reports via PDF, Excel or CSV file formats
  • Standalone reports or customized reporting batches
  • Reporting accessible via web-based client portal or emailed in PDF file format, dependent upon client preference
  • Pre-defined or ad hoc, customizable reports available through advanced query functionality

For more information or a demonstration of BTIG's Prime Brokerage reporting platform, please contact us at