Client reports

 

How to generate a Contributions & Withdrawals report

Read our step by step process to help you generate a Contributions and Withdrawals report with Elevate.

Read the PDF guide

 

 

Your guide to Portfolioscan™ 2.1

How to create Portfolioscan™ reports that show clear and in-depth analysis of your client’s Elevate portfolio or individual product wrappers.

Read the PDF guide

 

 

 

Administrator duties

 

Resetting passwords

Information on what to do if you forget your password or if your account is locked

Read the PDF guide


Watch our video guide

 

 

Setting up and managing alerts

Find out how to choose which client alerts you receive through Elevate and how to check and manage these.

Read the PDF guide

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