Client reports

The client reports are freely configurable. They can capture individual elements of the advice process in question, or all elements. It is possible to incorporate factsheets or product costs or personal comments by the advisor.

The appearance and content of the reports are configured in accordance with the bank’s specifications.

Reports can be produced as PDF files at any time and within a few seconds, for review, printing or other purposes. It is possible to integrate this within the bank’s archiving system.