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Client Presentations and Reports

Reporting can be one of the most effective ways to communicate with your clients. With PortfolioCenter, you have many options to help you create meaningful reports. This section will help you understand the options available and how to use them to customize reports to meet the needs of your clients.

Client Presentation and Reporting Options

Use these resources to gain a better understanding of the reporting features that can help you communicate investment information to your clients.

Global Reporting and Export Options

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