Vestige+ offers reports and graphs that more than meet your reporting needs. Cutting-edge grpahics and flexible reporting options help you create individualized, informative presentations. Reports can be viewed on-screen, printed, or generated in a web-friendly PDF format. The report's contents can also be exported to an XML, XLS, DBF, or CSV format, which can be used in other programs (such as Excel or Access) that are capable of reading a database format.

The following sample reports were generated in PDF format from within Vestige+. Click on a link to view the report. Note: Adobe® Acrobat® Reader is required to view full-scale reports.

Client Financial Reports - Enhanced
Position / Income Reports	Position Comparison Position Comparison Bar Graph Position Comparison Pie Graphs Compliance Page Capital Gain/Loss Worksheet Insertable Documents Current Position Detailed Position Percent of Total Unrealized Increase/Decrease
Performance Reports	Internal Rate of Return

Client Financial Reports
Asset & Insurance Reports	Cover Page Financial Statement Financial Statement Graph Statement of Financial Position Financial Summary Current Position Detailed Position Percent of Total Unrealized Increase/Decrease Position Comparison Insurance List Personal Data
Income Reports	Asset and Income Taxable Equivalency Capital Gain/Loss Transaction Register Realized/Unrealized Gain/Loss
Allocation and Performance Reports	Investment Mix Internal Rate of Return

Practice Management Reports

Inflow / Outflow Total Exposure by Category Total Exception by Class Total Exception by Security Total Exposure by Vendor

Other Reports

General Reports Security/Price Reports Asset Management Reports Insurance Reports Investment Reports Commission Reports

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To order Vestige+, please call 800.831.7636 or email sales@software4advisors.com.

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