• Fund Performance Returns

    Penny Fund Performance Returns

    Whatever your time frame, Penny can provide the performance details.

  • Investor Returns

    Penny Investor Returns

    Instant information provided for your investors.

  • Performance Activity

    Penny Performance Activity

    All the details to show exactly how the performance was calculated.

  • Investor Statements

    Penny Investor Statements

    Create investor statements with performance graphs that will impress.

Performance Reporting

  • Gross and Net: calculate pre-incentive and post-incentive performance for both the investors and the funds as a whole.
  • Rate of Return: determine both the linked rate of return and the internal rate of return.
  • User Overrides: adjust the returns and initialize historic performance for backloads.
  • Investor Statements: optionally present performance graphically on investor statements.