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Portfolioscan makes it quick and easy to give your client a snapshot of their investments - with the details they really want to see.
You can present information clearly and concisely, avoid unwanted detail, and personalise your reports with your brand too.
On either Client Portfolioscan or Model Portfolioscan, you can:
You can choose between Client Portfolioscan and Model Portfolioscan.
To create a Client Portfolioscan report:
To create a Model Portfolioscan report: