KRY$- Financial Software

Client Reports

Client Reports provide information to investment and funds managers on the investments of their clients.

Click to view Reports	Details

Client Statement	Provides a summary of a client's funds invested as at a specified date as well as details of transactions performed within a specified period.
Portfolio Account Statement	A type of Client Statement Report, with an optional multi-currency view of a client's portfolio.
Client Letter	User-Formatted Word Processing documents can be generated via mail merge from Kry$, in a variety of designs. This sample is a standard Reinvestment Confirmation Letter for rollover of client funds.