What is Private Reporting?
Private Reporting enables asset management to be simple and secure.
Specially designed for proactive investors and wealth management specialists to fully understand how assets are performing; to lead a solid decision-making process.
Solution
Add your teammates
Manage your team of wealth management specialists and assess their progress
Customize your watchlist
Understand how assets are performing; to lead a solid decision-making process
Access your positions dashboard
Get a better knowledge of your positions in details
Deep-dive in your position details
The micro-view of your position helps you make the right decision
Personalized reports
Customize your report types & recurrence
