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Reporting

Client reporting

  • Automatically generated scheduled reports and valuations
  • Automated trade confirmations
  • Various report types: full client portfolio, valuation and position reports, performance, transactions, ad-hoc
  • Breakdown by main categories: asset class, sector, currency, geography and others
  • Transactions overview
  • End client access to white-labelled portal and reports
  • Fees and commission reports

Tax reporting

Income and capital gains. Scheduled and ad-hoc. White labelled

Internal business reporting

Revenue statistics per client, per portfolio, and per relations manager and others