You can generate form InvestGlass pre-formated trade blotters.

Solution 1
Select a portfolio. From Action menu you can Export the trade blotter in a simplified version or click on Generate Trade Blotter which will generate a child file. The format can be adapted - please contact 

Solution 2
Go to your Company page, Model, then select a model. There you can generate trade blotters child and also master trade blotters. Trade blotter will highlight trading permissions and capabilities, compliance check of each client.

Did this answer your question?