How do I access the Portfolio Report for a Client?

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Summary

The Portfolio Report (found in the client file under reports) contains all of the policies your client holds and outlines their financial circumstances as recorded within FinPlan.

The contents of the report will be as the information listed below:

Configuring the Report

Select the Configure Report button to choose who to prepare the report for and which items (from the Report Sections and Included Items tabs) are to be included or excluded from the report.

Any blue text or figures are hyperlinked to the relevant part of the system where the information is being gathered from.

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