Reporting Tools
Customise reports with your own brand, image and style, and comply with the regulations. Exceed advisors' and clients' expectations with a full suite of stunning reports
Client & Model Portfolios
Financial Planning
Powerful interaction and easy to compare different scenarios
Optimise financial planning process for advisors and clients
Get awesome financial planning reports
Funds factsheet
Fund comparison
Side-by-side comparison of up to four mutual funds
Comparison on performance, risk and asset allocation
Generate remarkable comparison reports for your clients