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Calastone wrap reporting

Calastone Wrap Reporting allows you to more easily understand adviser activities by receiving reports in a single consistent format.

It helps you:

  • Optimise your adviser relationships  understand and act on detailed fund sales data quicker

  • Easy to integrate third party data – receive your standardised platform reports via one connection to Calastone and reduce the time on integrating third party data into your CRM system

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