Individual Reports - 3 report levels:
1. Client reports - generate holdings, movement, performance and other reports by client
2. Advisor reports – cash balances, matured and expired holdings.
3. Management reports – firm-wide reports e.g. total funds under management etc.
Client Report Settings
An advisor can change the Report Currency, Fiscal Year Start and Asset Groupings for a specific client.
All reports generated for this client will adhere to these settings. Note that these settings will also flow on to the client's m2Web view.
You can build a standard report packages for the firm and specific reports for a client in ‘report packages’.
You can also include Cover, Contents, and Trailer Page into the report package.
Note: Cover page must be uploaded to the Library before it can be used.