This report contains the representation of current position of all the accounts under management related to a particular client.
The quick summary table at the beginning now reflects all the accounts under management along with the highlighted column of Gain/Loss that shows Profits and Loss based on color patters.
Furthermore, the report contains all the Investment oriented accounts that are briefed individually in the report.
The brief consists of graphical representation of these accounts combining and reflecting a detailed view of various data points related to Investment and to highlight a better comparison for the client as well as the advisor.
The report also includes the representation of underlying holdings within the accounts that affects the overall position of those Investment accounts.
