Investment Performance Reporting for Websites & Statements

Tables, Lists & Discrete Investment Information

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Name: Position List
Overview: This table of investment information has been setup to display a hierarchical breakdown of current holdings within an account, grouped by asset class.
Position / Holdings List
dailyVest Position List 
Table showing discrete investment information about positions within an account.
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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