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Get a Unified View of Your Investments 

Facilon Report consolidates investment data from various service providers to offer a unified reporting dashboard. Investors can access detailed reports on trades and holdings thereby enabling their evaluation of investment performance at individual or group level

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Access detailed transaction, holding and corporate action reports

from all service providers.

Consolidate financial data

across multiple accounts and providers for a unified portfolio overview.

Generate custom reports

to evaluate performance at the individual or family level.

Compare investment performance

against market benchmarks to gauge success.

Secure and controlled access

to reports, ensuring only authorized users can view sensitive information.

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