1.
can we have MIS client wise report for equity category allocation
2.
is there any way to link their risk profile and equity % allocation in back end
and system can trigger email when the allocation exceeds the risk profile
allocation
1 Votes
1 Comments
A
Anuj Jainposted
about 1 year ago
Admin
Hi,
1. Kindly check Variance in Allocation report under Business analytics. It'll give you the current Equity-Debt allocation of all your clients as a MIS
2. Yes, we can consider this suggestion. It will be a good addition.
1. can we have MIS client wise report for equity category allocation
2. is there any way to link their risk profile and equity % allocation in back end and system can trigger email when the allocation exceeds the risk profile allocation
1 Votes
1 Comments
Anuj Jain posted about 1 year ago Admin
Hi,
1. Kindly check Variance in Allocation report under Business analytics. It'll give you the current Equity-Debt allocation of all your clients as a MIS
2. Yes, we can consider this suggestion. It will be a good addition.
Regards
Anuj Jain
0 Votes
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