What reporting capabilities does the platform offer?
Learn about Grantd's report generation capabilities and customization options.
Report Generation
Grantd allows users to generate reports based on custom templates created by the user.
Key Features
Template-Based Reports
Create and save custom report templates that can be reused across multiple clients
Customizable Branding
Reports can automatically include your company branding and disclaimers
Client-Specific Data
Each report pulls from the specific client's:
- Holdings and grants
- Vesting schedules
- Tax information
- Financial goals
- Portfolio analysis
Report Types
Reports can incorporate:
- Portfolio composition and concentration analysis
- Equity compensation breakdown
- Vesting schedules and timelines
- Tax implications
- Risk analytics
- Goal progress tracking