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 library is a work in progress. If you have sample fact sheets that you would like to submit for consideration and possible inclusion in our library, we are always looking for new layouts to add. You may submit them as an attachment in an email to training@styleadvisor.com.

*The template library files can be used in StyleADVISOR 8.0.2 and newer unless designated otherwise.

Portfolio Analysis

Fact Sheets

Capital Market Reviews

Detailed Analyses

Snapshot Analyses

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*Disclaimer: 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 Zephyr Associates, Inc. cannot guarantee that the data is completely accurate. We highly recommend that all output be thoroughly reviewed before any form of distribution takes place. And should you find any mistakes or errors, please let us know so that we may correct them. Thank you.