Portfolio reporting

"We would like to have a platform for our advisors to manage and analyse the historical performance of our clients' portfolios". This was the message we got from this client.

After showing them the portfolio reporting components of LemonCaaS, it didn't take long for them to visualise that their platform would become a reality in no time.

They are now so happy with the versatility and customisability of the components that they are developing a private area to offer this detailed reporting to their customers.

Components used in the use case

The following LemonCaaS components were used in the use case to provide full functionality: