The reporting module allows customized reports to be generated, either for internal reporting or for delivery to the customer. Reports can be viewed on-screen - with real-time updates!, printed, or saved as PDF.
Reports can be generated according to schedules or event-based. Delivery options include printing, web, email, and fax.
Click on any thumbnail to see a sample report.
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VaR Report |
Portfolio Breakdown |
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Portfolio Details |
Recent Activity |