A guide on how to use the Pearler Plus features, or a separate Pearler Plus dashboard tab with everything held there would be a lot more user-friendly and intuitive.
The metrics included in Pearler Plus are impossible to find and I had to email a support request to find the info, which can only be found using a direct address: pearler.com/performance
The metrics include:
  • Portfolio geographical / industry / ESG summary
  • Portfolio performance comparisons (against popular indexes)
  • Portfolio overlap breakdown