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 selecting Mandate, Share Class or Performance.

There are hundreds on fields available ranging from attribution, details, currency, inception date, linked performance object, you can also link share class for pooled funds. Whether you are reporting on equity, fixed income or an alternative portfolio, the fields have been provided to meet your requirements, and these fields are being improved and extended on a regular basis.

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