EastmarkHK Snowball
By Yves J G Bolkaerts on AppTrack Ninja.
Dual-currency client reports
EastmarkHK Snowball is a dual-currency client growth report for advisors and clients. Create a named report for each client. Enter the investment in one currency (for example HKD) and the currency you will present to the client (for example USD or EUR). Snowball applies a live exchange rate and produces: • A month-by-month path, with totals in both currencies • A target mode that finds the contribution needed to reach a balance • Side-by-side comparison of two saved client reports • A branded PDF with the client’s name and notes, ready to print or save Reports stay on this device. No account.…
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