How can I upload a client report?

 Client report information in AssetLogic can be uploaded as documents, data fields or a combination of both. All background client...

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How do I share a client report?

 To share a client report you share the relevant mandate, share class, performance and other attached objects. When it comes...

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What fields are available for client reporting?

 You can view all fields available in the relevant objects for client reporting by going to the Field Guide and...

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What are the benefits of using AssetLogic for client reporting?

AssetLogic allows you to share sensitive data in the safest environment. It gives your clients direct, secure online access to...

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