As part of creating a report, Investment Account Manager allows users to customize the report, including the ability to combine portfolios on reports. The report setup screen helps users focus the report on specific preferences.
Depending on the report selected, report options are shown that include: customizing for reporting period, portfolios to include, asset types to include, graphs to include, and more.
One of the ways IAM helps you to better manage multiple portfolios can be found on the report setup screens. You are able to customize reports to create combinations of any of the portfolios you are managing, providing collective and centralized reporting.
