Special customer reports converted quickly and flexibly

Increased information content improves service quality and customer loyalty

Comprising:	Account, transactions, assets and performance as tables and charts
Flexible	Content and layout freely definable according to CI
Individual:	Content blocks can be commented on specifically

Customer Reporting Engine

The reporting module guarantees the highest flexibility and above all lends itself to requests for high-quality display. It comprises a balance sheet statement, performance record and bank statement. The possibility of recording portfolio-specific comments increases the relevance and individual design of the report.

Functions of Reporting	Description	download PDF Reporting
Financial statement	Individual display according to a wide range of criteria
Performance record	Performance can be shown according to various dimensions
Bank statement	The bank statement is issued according to guidelines and can display a large amount of information
Individual display	Higher-quality graphics (such as, for example, VAR/return charts) can be displayed with relative portfolio shares. Likewise, if appropriate, portfolio-specific comments can be inserted.
Transaction statement	List of all effected transactions incl. costs and taxes