tallyPort

tallyPort

Generate Report packages tallyPort is an application which works with your portfolio management software to allow you to create custom reports. Build individual report pages and assign them to report packages that you create in tallyPort. Then import your clients, either individually or by groups, and assign the right report package to them. Reports are generated with your requirements automatically for each client and/or group.

Current Integrations tallyPort is currently integrated with Advent Axys® and works with starPort, our CRM application. If you are interested in tallyPort and have a different portfolio management software application please inquire as we will always consider other integrations.

Overview

Easily create your quarterly client reporting packages.




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