Investment Performance Reporting for Websites & Statements

Tables, Lists & Discrete Investment Information

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Name: Activity Summary Table
Overview: This table is designed to provide a summary of transaction activity over various selectable periods of time at the account-level and fund level.
Activity Summary Table
dailyVest Activity Summary Table
Table showing a high-level summary of transaction activity
Data elements such as those which comprise this table are in fact individual properties of the dailyVest FOM performance calculation engine which may be accessed for placement within web pages or printed statements.

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