From the very beginning of the Investor's Reporting project, our team's primary focus has been on placing our clients' investors at the heart of our efforts.
Today, we're thrilled to announce a pivotal shift in our reporting strategy, transitioning from a 'push' to a 'pull' model. We are now offering an improved Tax Report and introducing the all-new Holdings Report. Investor Holdings Report is a document that provides an overview of an investor's portfolio holdings according to the Aktionariat Portfolio App. It includes information about the assets and their market value.
Both are available on-demand through the Aktionariat Portfolio App with just a few clicks.
Investors have the flexibility to download these reports in their preferred format (PDF or XLS) at any time, giving them access to both current and historical data.
Konstantinos Zavoudakis, Project Portfolio Manager, comments:
This change reflects our unwavering commitment to empowering investors with greater control and accessibility, ensuring a more seamless and efficient experience.