Reporting
Client reporting
Automatically generated scheduled reports and valuations
Automated trade confirmations
Various report types: full client portfolio, valuation and position reports, performance, transactions, ad-hoc
Breakdown by main categories: asset class, sector, currency, geography and others
Transactions overview
End client access to white-labelled portal and reports
Fees and commission reports
Tax reporting
Income and capital gains, Scheduled and ad-hoc and White labelled
Internal business reporting
Revenue statistics per client, per portfolio, and per relations manager and others
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