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


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


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.


Anuj Jain

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