K-Factor Reporting

 

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Documentation

With this app you will be able to receive automated e-mail reports for your Bricknode Broker instance with the K-Factor reports that are required to be included in the capital requirement reports for category 2 security firms. Additional fields will become available in Bricknode Broker by activating this add-on like, for example, a property on accounts where you can define if an account is subject to continuous investment advice.

 

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