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Reporting Services |
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Helping you manage your business more effectively The FundsNetworkTM Reporting Services are designed to deliver the data and client information that will help you to run your practice more effectively. A wide variety of reports can be securely accessed electronically. Reports available include re-registration status, income distributions and ongoing commission reports. All of the reports can be accessed in a format which can be easily imported and read within most database and spreadsheet programs. You can also select the frequency of most reports and even optionally turn off the delivery of certain hard copy reports, such as commission statements and adviser copy contract notes. Our Reporting Services User Guide* shows how to identify and set up the most suitable reports for you, with practical examples of how to extract the information you need, improve your day to day administration and help identify marketing opportunities for your business. Treating Customers Fairly (TCF)
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