Report Chaining (Symphony Reporting)

Using Symphony Reporting, you can create a chain of specified reports that you would like to have generated at a specific point in time or at regular intervals. By running Symphony for various accounts, you can generate a package of reports for each of your clients. This makes your month-end and quarter-end process simpler and more efficient. More importantly, with the little input needed to generate these reports, you will save a considerable amount of time - time that you can now devote to the many other aspects of portfolio management. The results can be produced in HTML, PDF and Microsoft Word.

For even greater flexibility, the Symphony Reporting module can be further configured in order to allow results to be emailed or sent via FTP to interested parties.