EastmarkHK Snowball

About

EastmarkHK Snowball is a dual-currency client growth report for advisors and clients. Create a named report for each client. Enter the investment in one currency (for example HKD) and the currency you will present to the client (for example USD or EUR). Snowball applies a live exchange rate and produces: • A month-by-month path, with totals in both currencies • A target mode that finds the contribution needed to reach a balance • Side-by-side comparison of two saved client reports • A branded PDF with the client’s name and notes, ready to print or save Reports stay on this device. No account. No subscription. EastmarkHK Snowball does not give investment advice, open accounts, or move money.