Client Report Workflow Step 1: Report Parameters - Client name and household - Reporting period : Quarter, YTD, annual, custom range - Accounts : All accounts or specific account - Benchmark : S&P 500, 60/40 blend, custom benchmark matching IPS - Firm branding : Logo, colors, disclaimers Step 2: Performance Summary Household Summary: | | QTD | YTD | 1-Year | 3-Year Ann. | 5-Year Ann. | ITD Ann. | |---|-----|-----|--------|-------------|-------------|----------| | Portfolio | | | | | | | | Benchmark | | | | | | | | +/- | | | | | | | By Account: | Account | Type | Value | QTD | YTD | Benchmark…