AnsweredAssumed Answered

Sample Portfolio Reports

Question asked by Scott Derderian on May 1, 2014
Latest reply on May 6, 2014 by another_martink

We are currently working on implementing Clarity Financials (version 13.2), and as we were developing the scope documentation pertaining to this implementation, the subject of Portfolio Integration came up.  Specifically, the out-of-the-box portfolio reporting available.

Can someone point me in the right direction as to where I may find some sample out-of-the-box reports so that I may share them with the project team?

Any and all input is appreciated.