2 main reports if can be made avaiable via auto report it wold be great value for us and clieint
C
Contactus
started a topic
5 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
A
Anuj Jain
said
5 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.
Contactus
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