Create Estimates At Any Time
Period not closed, but need a performance estimate? No problem!
Multiple Period Estimates
Calculate performance for multiple periods based on multiple estimates.
Reporting Based On Estimates
Create capital reports based on the estimated income you provide.
Performance Estimates
- Rate or Amount: calculate based on a rate of return, a fixed amount, or combination.
- Period: estimate across several periods or years. Optionally include prospective transactions.
- Detailed Reports: estimates perform full period processing so standard detailed capital reports are available for estimated values.
- Performance: elect whether to calculate performance as part of the estimate.
- Overrides: if necessary, easily override a calculation for accrued or charged incentive fees.
