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Full portfolio
accounting with easy-to-use current client
data |
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Customized private-labeled
performance reporting |
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Ad-hoc account market values, positions, realized and unrealized gains/losses by tax lot, consolidated asset
allocation information, and performance information
- all valued as of close of previous business
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Direct end-client access to web-based reports Access to historical Quarterly Performance Reports (QPRs)
Daily portfolio valuation reports
Advisor has the ability to enable/disable access at the client level |
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| View a Report |
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