2 main reports if can be made avaiable via auto report it wold be great value for us and clieint : InvestWell Helpdesk

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2 main reports if can be made avaiable via auto report it wold be great value for us and clieint

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started a topic 3 months ago

1. can we have MIS client wise report for equity category allocation

2. is there any way to link their risk profile and equity % allocation in back end and system can trigger email when the allocation exceeds the risk profile allocation

1 Comment

Anuj Jain

said 3 months ago

Hi,

1. Kindly check Variance in Allocation report under Business analytics. It'll give you the current Equity-Debt allocation of all your clients as a MIS

2. Yes, we can consider this suggestion. It will be a good addition.

Regards

Anuj Jain