Partners Financial Services, Inc. provides a standardized set of client reports, and can design custom reporting for clients who meet specific placement criteria and have reporting complex needs. All reporting is provided in a standardized .csv format, with standardized reports being accessible through our online client portal. Standard reports include a detailed monthly remittance report, a current inventory and status report, and a closed account and status report. These standardized reports provide clients with a mass of information to review portfolio performance.