PAP sub reports are found in Report Builder under the sub heading “Integrations.”
There are several PAP reports that can be included.
“Allocation by Risk”
“Allocation by Manager”
“Allocation by investment type”
“Private Asset Allocation”
“Private Asset Performance”
Each of these sub reports can be added and organized in your standard report them and template.
Please email seid@axxcesswealth.com for a demo and overview.
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