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Reports
Upswing enables customizable
reports in all the modules.
Advisors can pick from the 65 standard reports provided to them from
the system, such as "Clients by number of referrals," or they can
customize any report based on any criteria from the system. For
instance, if an advisor wanted to target all of his or her "A clients"
who had an interest in "golf" for a client-appreciation event, he/she
could generate the report within Upswing's report wizard.
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