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Building a Report
Overview of the different report types
How do I write an (annual) review report for an existing client?
How do I write a Continued Suitability Report for an existing client?
How do I write a basic fund switch report?
How do I write a basic suitability report recommending the top-up of an existing investment / pension?
See all 6 articles
The Report Template Library
What is the Report Template Library?
How do I create a report template?
How do I edit a report template?
How do I clone a report template?
How do I hide a report template?
See all 7 articles
Creating a report
VIDEOS: How to build a report
How do I create a report for an existing or new client?
What is the difference between the 3 methods you can use to create a report?
How do I write a report for joint private clients?
How do I clone a report?
See all 14 articles
The Report Builder
What is The Report Builder?
How do I change the order the sections come out in my report?
How do I remove a section from a report?
How do I remove the Table of Contents from a report?
Which products and topics are covered within each section of the report?
See all 10 articles
The section wizards
What is a section wizard?
Is my work automatically saved as I progress through a section?
How do I navigate around a section wizard?
Is it ok to only select the standard Advice Reasons?
How do I edit an Advice Option / Reason within the step?
See all 9 articles
Specific step info
Changes to the Plan Charges step in readiness for MiFID II
How is the Aggregated Total Charge calculated in the Plan Charges step?
How is costs and charges disclosure dealt with in the new Review Report 2.0 and Continued Suitability Report?
How do I copy the charges from one plan to another within the Plan Charges step?
New Plan Charges Shortcut - Investment-related charges copied to Plan Charges step
See all 19 articles
Help Desk Software