There are many styles of investment reports for both personal and business clients. You can value investments in any currency. There are electronic links to providers for product names (for collectives such as wraps), fund names, unit allocations, price, valuations etc. You can also get a fund feed for at least 80,000 fund prices which updates fund names, sector names, prices etc. Graphical reports, such as trend graphs or pie charts of risk and portfolio percentage, enhance the presentation. These tools provide significant savings in staff time spent on getting accurate up-to-date investment summaries.