Client Reports provide information to investment and funds managers on the investments of their clients.
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Provides a summary of a client's funds invested as at a specified date as well as details of transactions performed within a specified period.
|Portfolio Account Statement
A type of Client Statement Report, with an optional multi-currency view of a client's portfolio.
User-Formatted Word Processing documents can be generated via mail merge from Kry$, in a variety of designs. This sample is a standard Reinvestment Confirmation Letter for rollover of client funds.