Among the impediments to financial advisers’ ability to integrate alternative investments into client portfolios is the ability to generate timely, accurate and meaningful information for clients.

That’s the bad news. The good news is technology has given birth to a host of performance reporting systems that accomplish the task at hand — diversifying portfolios, tracking performance and reporting the results to clients in a telling manner. Imagine being able to build personalized reports with an intuitive drag-and-drop interface.

We asked a trio of executives in the space to update us on the current state of the art and the considerations that need to be taken into account when buying and integrating those systems into an RIA’s operation. Specifically, we called upon Ryan Donovan, a senior vice president at Orion; Raj Iyer, chief product officer at Templum; and Steve Leivent, who is co-head of SS&C Advent and runs Black Diamond.

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