Capitect provides advisors the ability to create bundled reports (holdings, performance, and invoice) in batch for clients.
1. Select Clients
From 'Reports' → 'Clients', generate reports for all or specific client(s).
2. Generate Reports
From 'Reports' → 'Clients' → click 'Generate Report', advisors can generate and customize bundled reports (holdings, performance, invoice) in batch for clients.
3. View Reports
View reports from 'Reports' → 'Bundled Reports' → Click the specific report link
4. Publish/Download Reports
Advisors can publish reports to a designated folder within each client's documents.
Alternatively, advisors can download reports by clicking on the 'Download Reports' link within the 'Bundled Reports' page.