IA provides a standard set of screens and reports that clients can customize. Because each client analyzes their portfolio in ways unique to them, IA provides pie charts, bar charts, and trend graphs on any numerical analysis.

Some clients view pie charts by allocations, exposures by asset class, currency, instrument type, and the custom categories in their portfolio. Similarly, bar charts and time-series charts can be used to show analyses such as performance, betas, sensitivities, VaR, or correlations over time. Access to any custom reports can be granted to investors or other parties. Additionally, your company's existing reports can be integrated and presented through the IA platform.