Once you have created a custom report you will have the opportunity to configure this to show the information required....
Summary The Portfolio Report (found in the client file under reports) contains all of the policies your client holds and...
Within FinPlan you are able to change your financial year to match your reporting date. To do this, follow the...
Summary Client reviews can be completed and a review date can be set to when the next follow up with...
Within FinPlan there are several out of the box reports you can generate on the different areas of the system....
Within FinPlan you are able to create and delete your own custom reports. To learn how to create a custom...
If you have accidentally deleted a custom report from your FinPlan reporting suite you can still recover this. Within the...
When running an RMAR report from the report suite, you will be able to “drill-down” into the blue hyperlinked numbers....
We’re committed to ensuring our clients are fully enabled for MiFID II. We’ve detailed where our solutions already meet the...
The Missing Profile Report in FinPlan can be used to see what information is missing from policies within the system....
