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...

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

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

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

Client Portal