For the 'traditional' reports, you used to have two types available: one with 'start date balancing'and one with 'end date balancing'. Are these still both available?

Previously, portfolio reports with both ‘start date’ and ‘end date’ balancing were available. ‘Start date’ balanced reports are no longer available, which means all traditional reports will show the asset allocation as at the report end date. ‘Start date’ balanced reports were previously available via new business applications and via the ‘for a new investment’ option in the portfolio summary screen.

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