MacroRisk Analytics
An adviser can get to most of the key reports needed from the "Reports" tab (or the "Reports" listing on the "Dashboard").
The "Reports" group focuses on individual securities or portfolios as a whole.
The "Portfolio Analysis" group focuses on the characteristics of the securities which comprise a portfolio. The co-branded "Client Portfolio Analysis" report [meaning advisers can add their firm's logo] report is available here.
The "Saved Portfolios" links to the same portfolio management page as the "Saved Portfolios" link on the Dashboard.