Financial Analysis Examples

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Example for Financial Advisors to easily and visually explain to their Investment Client(s) how their Portfolio Investments are performing in areas such as...

       o    Registered & Non-Registered Investments

       o    Real Estate Investments 

       o    Business Ventures 

Follow on example for Financial Advisors to easily and visually explain to their Investment Client(s) how their Portfolio Investments are performing in areas such as...

      o    Cash Investment Instruments

      o    Insurance Policies

      o    Real Estate Investments 

      o    Business Ventures

Different perspective of a traditional Financial P&L Summary Statement

Fully Interactive on whatever Measures & Filters, and P&L reporting Items are relevant to your business

Filter on locations/Departments, Relevant Date Ranges, Clearly identifiable Gross & Net Margins and Annual Net Profit/Loss based on filter selections