Segregated Accounts - Performance Reporting

CrystalCrainCrystalCrain Posts: 2
Conversation Starter Certified Public Accountant U.S.A. CSuite
✭
edited January 19 in Finance & Operations

Any organizations using a program like Morningstar or Black Diamond to produce performance reporting of their investment pools or segregated accounts? If not, how is your organization preparing investment performance reports?

Tagged:
KaraAdamsGrettaKraus
Sign In or Register to comment.

Community Guidelines

  • Community Rules
  • Community Support
  • Community FAQs

    • About Foundant

    Support

    Follow Us

    facebook linkedin twitter instagram