[Reports] Compare more than 2 portfolios in a Report
under review
Conor MacNeil
marked this post as
under review
Conor MacNeil
Merged in a post:
Allow More Than 1 Mutual Fund For Comparison Report
H
Horizon blue Tuna
As a Financial Advisor, one of our new regulatory responsibilities in Canada is that we must compare the fund we are recommending to clients with at least 2 other alternatives. This is known as "Know Your Product" rules. It would be extremely helpful to all advisors if you would make it possible to add 2 or 3 funds when creating a Comparison Report of the funds. This would allow us to satisfy the due diligence requirements and also help Koyfin attract more advisors to the platform.