Portfolio Reports

Current Holding report
This Portfolio report shows you all the currently held investments of each Investor. This report can be found in the Client portal in the Reports menu. A sh...
Mon, 25 Nov, 2019 at 11:29 AM
Comprehensive Portfolio report
This report is a customizable Portfolio report that is available in the Advisor portal. A sample report is attached at the end of this guide. Ch...
Tue, 3 Dec, 2019 at 10:46 AM