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REPORTING
The Advisor Station system utilizes a Client
Index File (CIF) to allow individual and household recognition and reporting of both internal and “away” assets kept via multiple
systems of record.
Reports can be presented as one of three types:
1. Re-rendering of existing Record Keeping
reports
2. Formatted reports using an OLAP tool (Crystal, Brio, Cognos, etc.)
3. Dynamic reports built
"on-the-fly"
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