Equitrak: Software for Fund and Investment Administration

Reporting and Analytics Software

Equitrak EQ is your gateway to unbounded reporting and analytics potential. Using a simple click, EQ allows any authorized end-user to extract and format system data. Query-to-Query joins, calculated columns, and intelligent system logic allow for a nearly limitless array of reporting alternatives. Even user-defined data attributes are available within EQ. EQ output can be formatted via seamless integration with the Crystal Reports designer.

Equitrak EQ features include:

  • Point-and-Click Source Data Selection
  • Data Filtering and Sorting
  • Data Aggregation
  • Calculated Columns
  • Embedded IRR Calculations
  • Embedded Cash Flow Calculations
  • Report-to-Report Joins and Unions
  • Crystal Formatting
  • Excel Exports
  • Saved Query Libraries

Standard Reports

Equitrak is also delivered with a wide assortment of “out of the box” standard reports. These reports can be further tailored to your specific requirements. Equitrak reports are generated and displayed using the Crystal Reports viewer. Reports can be easily downloaded into Excel or PDF formats.

Equitrak Delivers:
  • Reports can be printed and published to WebLP making them easily available to limited partners through the Web.
  • Equitrak EQ is simple enough for the novice user and powerful enough for your most data hungry system expert.
  • Equitrak EQ reports can be created by one user and accessed by others.

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