Towards the end of May, we released a new report that allows you to run a valuation for your client at a specified date in the past. The report is explained in this article
We released this a beta solution and we are keen to hear your feedback if you have used it or if you have any questions on how to use.
Many thanks.
Iress is a technology company providing software to the financial services industry.
Our software is used by more than 9,000 businesses and 500,000 users globally.