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  Portfolio Administration

Administrative Services

Portfolio Advisors' Administration and Reporting Service is a comprehensive, easy to use service which provides clients with current and historical portfolio performance, diversification, and benchmarking analysis through a state of the art, proprietary portfolio management system, trade named PRIVILEGe, that clients can access 24/7 through the internet.

Serving as an "extension of staff," Portfolio Advisors loads and maintains the private equity database which provides our clients with:

Ø      Comprehensive, accurate and timely hard-copy Internet delivered electronic reports

 

Ø      Broad analytical capabilities that enable in-depth analysis of private equity portfolios and   

      sponsors

 

Ø      Downloading capabilities

 

Ø      Robust reporting features which allow for standard as well as customized reports

Our reporting system is extensive and is intensely focused on the integrity of the data and quality control.