Uscan

Up to five years of transactions on your client's account and money weighted returns. Perfect for client reviews.

There are three types of report available:

1. Transactional reports - available for accounts, and these include account transactions.
2. A ‘traditional’ portfolio report - reports on the current assets held in the portfolio.
3. A ‘historic’ report - reports on the current assets held in the portfolio and any edits you have previously made.