Summary of Investment Portfolio - Summary Page

This page provides a summary of the different classes of a client(s) investment holdings. Investments are summarized by type of investments and by category and by owner. Many database programs do not have the ability to put all of the client and spouse's holdings of many types into one report. This file does that and in a way the client can understand and appreciate. All of the detail for this report comes from the underlying pages by type of investment. Any of the reports can be run together or as a set. You can also e-mail them to your client right from excel or export to your fax software to fax any page to your client.

View Sample Report

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