Client Report Bulk Delivery

Instructions

The Client Report Bulk Delivery function allows advisors and brokers to configure default and custom report delivery for all clients in bulk.

To navigate to Client Report Bulk Delivery, please click the Reports tab at the top of the PortfolioAnalyst screen to access Client Report Bulk Delivery.

Image of the PortfolioAnalyst client report bulk delivery widget.

Note: The default delivery option for bulk reports is email only.

 

Additional Resources