Capitect provides advisors the ability to create batched reports (holdings, performance , and invoice) for clients.
This guide shows how to start the the batch reporting process.
- Go to 'Reports' -> 'Clients'
- Select 'All Clients' or specific clients
Generate reports by selecting all or specific client(s). Note: When reports are generated, the most recent report date is displayed per client.
- Click 'Generate Reports'
Once clicked, a window will appear to provide the ability to select specific reports to be included in the bundled reports.