Sophisticated reporting solutions
Class provides a comprehensive suite of detailed investment reports that can be generated on demand, and customised to your business’ needs.
Reports can also be created via report packs, allowing you to customise, collate and produce groups of related reports.
For example, you can save your monthly investment reports and easily produce these in bulk for all portfolios across your practice.
Class also delivers live dynamic reporting, which provides a real time view of the investment portfolio’s financial position, operating statement and trial balance.