Cash Balance System: Custom Report

One of the newest features to the cash balance system is a custom report module. With this feature, you can easily add a customizable page to your report sets. Located on the top of the screen in the report menu, the custom report allows you to input titles and body text with any content you choose. You can use this feature to explain the details of your plan to clients, enter information about your firm, or anything you choose. Simply follow the steps below…

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If you would like to learn more about the Cash Balance Proposal System or Schedule a Live Demo, please visit our website:


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