How often will a monitoring report be available?

A monitoring report will be available 7 business days after each quarter's end and will reflect investment data as of:

  • March 31
  • June 30
  • September 30
  • December 31


  1. Your client must have an active Investment Policy in order to receive a monitoring report. 
  2. The last two monitoring reports will always be available in a preview or client-deliverable format. Reports prior to that will only be accessible if you have produced a client deliverable.

 To learn how to create a monitoring report, click here.

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