Portfolio Accounting & Analytics
As one of the nation’s largest providers of portfolio accounting and analytics, FHN Financial helps financial institutions manage their investment portfolios with confidence. Our dedicated team of portfolio accounting professionals provides expert support, ensuring you have clear, accurate, and actionable data. With our tools, you can uncover hidden risks, streamline operations, and make informed decisions for your institution’s future.
PASPort
Our proprietary PASPort system simplifies portfolio management by delivering comprehensive, automated accounting solutions. It saves time, reduces staffing costs, and integrates seamlessly with our analytics and asset/liability reporting tools.
Key Benefits:
Detailed Monthly Reports – Includes accounting accruals, holdings, and maturity distributions
Regulatory & Financial Statement Reports – Ensures compliance and transparency
Consolidated Portfolio Reporting – Manage multiple portfolios at no extra cost
On-Demand Revised Reports – Access updated reports with no additional fees
Daily Market Evaluations – Third-party pricing for accurate portfolio assessment
Custom Downloads – Integrates with asset/liability software, general ledger, and internal systems
myFHN
myFHN is your interactive, online portal, providing real-time access to customized reports, analytics, and daily economic updates. It connects you to a wealth of market insights.
Including:
Advanced portfolio analytics
Customized reporting tools
Daily economic updates
Exclusive publications & insights
Events and conference calendar
Webinar & conference archives
Industry leadership. Strategic partnership.
Since 1988, FHN Financial has been a trusted provider of portfolio accounting services. We launched PASPort in 2004 and have continuously enhanced it to meet evolving regulatory requirements. Today, we serve 900+ institutional clients managing over 1,200 portfolios, making us one of the industry’s most reliable accounting service providers. As our customer, you get more than just accounting—you get a strategic partner dedicated to your institution’s success.
Our Team
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Steve Twersky
Head of Depository Support
Martin Peterlin
Co-Founder and Chief Architect
Tony Young
COO
Steve Twersky
Head of Depository Support
Martin Peterlin
Co-Founder and Chief Architect
Steve Twersky
Head of Depository Support
Alice Berry
...
Martin Peterlin
Co-Founder and Chief Architect
Tony Young
COO
Connect with Us
Contact our portfolio accounting team to discuss how our comprehensive solutions can streamline your operations and provide actionable insights.
Analytics On-Demand.
