Reporting

(Asset- & Movement Management)

Allows generation of reports with detailed information about assets for a selected customer. The reports are fixed formatted and can be printed out.

 

Asset Overview

Overview about all portfolios of a customer with detailed information separated in the following groups:

· Portfolio
· Asset-positions
· Account-positions
· Totals per portfolio
· Separated accounts
· Totals of all assets (portfolios and separated accounts).

Movement Overview

Overview about all movements of all portfolios of a customer with detailed information separated in the following groups:

· Portfolio
· Asset-positions
· Asset-position data (information about the security)
· Account-positions
· Account-movements
· Asset-position movements.

 

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Portfolio Analysis

Reporting

Party Management

Product & Arrangement

Access Management

Technical Information

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