Portfolio Analytics

See Accounts in a New Light

Era offers every client access to our custom portfolio performance dashboard system. This system is designed to increases transparency and keep you informed about your investments from any web browser.

Holistic view of current and historic account values and performance.

Truly it was a great journey, and in it I met with many, whom to know was to love; but whom never could I see again. It seems to me that a view of the heavenly bodies through a fine telescope

Quickly and easily or drill down to understand specific positions and holdings.

Truly it was a great journey, and in it I met with many, whom to know was to love; but whom never could I see again. It seems to me that a view of the heavenly bodies through a fine telescope

Receive quarterly investment performance summary reports

Truly it was a great journey, and in it I met with many, whom to know was to love; but whom never could I see again. It seems to me that a view of the heavenly bodies through a fine telescope

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