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Client Reporting

Use our client reporting tools to keep individual clients updated about their investments.

You can create fully customized report for each client. Charge different fees to different clients, inform them about their number of sharestotal subscriptions, or current shares value. Provide clients with an overview of all cash transactions made on their account.

You can share client reports as a direct link, as a PDF file, or send reports directly from Topsheet to the client’s email.

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