Bridge Financial Technology

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Understanding this section

Understanding the numbers in the Household/Account Summary report, why the calculations were chosen, and how to use the report with clients

Understanding the numbers in the Consolidated Summary report, why the calculations were chosen, and how to use the report with clients

How to generate a security performance report

Understanding the numbers in the Performance Chart report, why the calculations were chosen, and how to use the report with clients

Understanding the numbers in the Performance Summary report, why the calculations were chosen, and how to use the report with clients

Understanding the numbers in the Cumulative Net Investment report, why the calculations were chosen, and how to use the report with clients.

Understanding the numbers in the Benchmark Performance report, why the calculations were chosen, and how to use the report with clients

Understanding the numbers in the Asset Allocation report, why the calculations were chosen, and how to use the report with clients.

Understanding the numbers in the Buys and Sells report, why the calculations were chosen, and how to use the report with clients.

Understanding the numbers in the Deposits and Withdrawals report, why the numbers were chosen, and how to use the report with clients.

Understanding the numbers in the Realized Gains and Losses report, why the they were included, and how to use the report with clients.

Understanding the numbers in the Appraisals report, why the calculations were chosen, and how to use the report with clients.

Understanding the numbers in the Management Fees report, why the they were included, and how to use the report with clients.

For both Account Reports and Household Reports

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