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Reportingadmin2022-12-20T03:22:36-05:00

Overview galleon flagship services Client Reporting We use an intuitive, single login platform for managing your account. You can view your portfolio on any mobile device, manage your account settings, and download digital or PDF reports.
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Research galleon flagship services & Data Research Consolidate, track and analyze your complete portfolio, including non-Galleon accounts such as brokerage, checking, savings, debt, annuity, incentive plans, precious metals, art, real estate, private equity, farmland, and infrastructure.
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Portfolio Analysis galleon flagship services Portfolio Analysis 05 03 next back Flexible Reporting galleon flagship services Flexible Reporting Generate highly customized account statements for activity, performance and a wide range of other reports, including Risk, TCA and more.
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Tax Documents galleon flagship services Optimize Taxes We focus on helping you optimize your taxes and provide access to supplemental tax information and reporting.
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Client Reporting Research and Data Portfolio Analysis Flexible Reporting Tax Documents
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