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FM Advisor "Best Practices"

Questions on using, creating, or understanding data in Fund Manager reports.

Postby paulk » Tue Feb 21, 2017 7:27 pm

So, I'm reaching out to any other users of FM advisor who use the product in their investment managment / RIA practices. I'm just trying to get a feel for what FM reports you send out to your clients on a regular basis . I have my list which I'm pretty happy with which includes the Executive Summary as well as a transaction report and performance reports by investment and by asset class.

Anything else your clients ask for/appreciate other than the ones listed?
paulk
 
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