Webfolio functionality -
management - Contacts -
Can Webfolio generate
Yes, in fact, Webfolio will
produce over one hundred default reports. It allows for report
customization (title, disclaimer, logo), and the creation of report
templates. For those who wish to create their own report, an Excel
custom report creator is available also.
Can information in reports be
disguised or made anonymous?
Yes. Names, fund styles, investment
strategies, contacts, and management types can be made anonymous by
replacing them with generic names. This is accomplished using Webfolio’s
mapping function, which maps real names to fictitious names.
Is it possible to disguise
sensitive information in reports?
reports are linked to a mapping function. It allows reports to be
made anonymous by substituting user-defined code words. It is
possible to disguise names (of portfolios, accounts, securities,
indices); fund styles; investment strategies; contacts; management