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The standard suite of reports that the Compliance View software offers includes 12 sections, beginning with a birds-eye view of account performance and variance according to your firm's own thresholds. It continues through index performances, and finishes with details on individual trades, gains, and balances.

  Report
View Details Variance Report
View Details Statement Summary
View Details Account Summary
View Details Key Indicators
View Details Average Yield and Rate of Return
View Details Trading Summary

 

To find out more about report customization, view this section.

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