• For a single entity or account or any grouping of entities and accounts, view the Starting Balance, Change in Market Value, Deposits, Withdrawals, and Ending Balance, as well as all underlying position and transaction data over any historical time period
• Export to excel via our export tool with white label firm branding and deliver to the client in excel or pdf. No more need for Aquilance, Bill.com or Intaact for almost all clients
• Sample video here: Cash Flow Report Generation