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You can use the Contributions and Withdrawals Report to stay in control of client information and save time when you're preparing for client reviews. You can generate client level reports of individual Elevate products or a client account.
Individual client reports can show you:
These reports make it easier to plan client reviews. Plus you can focus in on running reports for individual products, for example the Pension Investment Account or the General Investment Account. You can easily find out your client's remaining ISA and pension allowances, pension contribution or income taken.
Generate firm level or adviser level reports for a consolidated view of all business flows across all your Elevate business.
To generate a client report, log in to Elevate and:
To generate a business report, log into Elevate and: