Performance Report Templates

We want to make our software as easy to use as possible. Our template library will give you a head start to creating great-looking reports! To view thumbnails, click the report type to expand the menu.

This complimentary template library was initiated to provide a starting point for the creation of custom client reports and fact sheets. Every effort has been made to ensure quality assurance of the templates, but Informa cannot guarantee that the data is completely accurate. We highly recommend that all output be thoroughly reviewed before any form of distribution takes place. Thank you.

*The template library files can be used in StyleADVISOR 8.3.0 and newer unless designated otherwise.


Fact Sheets

Portfolio Analysis

Capital Market Reviews

Detailed Analyses

Snapshot Analyses

Style Analyses

RBSA Attribution




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