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September 2010 - What's New in Advisor Rebalancing
Advisor Rebalancing enables you to create custom rebalance summary templates from which you can generate PDF versions of your clients' rebalance summary reports. These reports can be branded with your firm's logo, and position rebalance summary data according to your specifications. You can include custom cover, table of contents, chart information, and rebalance details.
You create custom templates and generate PDF versions of clients' rebalance summary reports using the Client Reporting pages located under the Reports menu.
A sample Rebalance Summary section displays below:
