Zoe Financial

Sarah Miller

Performance Reports are customizable PDF that provides a comprehensive overview of a client’s portfolio. It can be generated at either the Account or Household level, depending on your needs. The report includes multiple sub-reports that can be selected based on the specific data you want to share with your client.


Performance Reporting

Assigning a Benchmark to an Account

How to Create and Manage a Custom Benchmark

How to Generate a Performance Report for an Account or Household

How to design, create, and generate performance reports.

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