Configure Performance Reports

Problem

Client expects regular communication and investment performance reports.
regular communication and performance reporting
configure performance reports by delivery mode and frequency to meet clients' varied needs

Implication

Catering to clients’ varied needs for regular communication and performance reporting may require more headcount.

Our Solution

Our client statement delivery mode and frequency are configurable.

How Our Superior Approach Helps You

01.

Automated electronic delivery of client consolidated statements.

02.

Portfolio performance attributed and analysed by geography and industry segregation and vs. index.

03.

Clients can track account balance, positions, PnL and orders from the platform.

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