Summary Report 2

Category : Performance Reports
Description :
  • This report displays the asset details and their total for the portfolios for time period of 3 months, 1 year, 3 years, 5 years and from inception date.
  • The report shows the summary per account and also the consolidated summary of all accounts.
Customizations possible:
  • New columns can be added or edited as required to match your firm.
  • The report can be modified into landscape or portrait mode.
  • The data can be displayed for other periods not shown on sample report on request.
  • The look and feel can be changed to make the report more attractive.

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