Client Reporting Gallery

Client Reporting is your biggest opportunity to interact with investors. The right design along with accurate data, speedy delivery and transparency can maximize the client experience and drive higher levels of engagement, loyalty and asset growth.

View a gallery of the building blocks of excellent client reports that Kurtosys has standardized with automation platforms. Gallery includes:

  • Performance Summary
  • Performance by Account
  • Contributions/Withdrawals
  • Asset Mix
  • Equity Holdings
  • Tax Lot Holdings
  • Plus Many More!

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