Report Generation

  • Can my clients access the One Page Plan document on their own?

    No. The one-page plan feature is only available in the advisor web portal. The only way a client can receive the one page plan is if the advisor downloads it and sends it to them.    

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  • How can I download a client's financial statements or Elements reports from the web portal?

    https://scribehow.com/shared/How_to_download_clients_financial_statements_in_Elements__cj1NZgxZTxeLTBa4FaPqtw  

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  • How can I generate a One Page Plan?

    https://scribehow.com/shared/Creating_a_One_Page_Plan__HZthg2oNSp2p8wLOeGN_lw   For additional context, please check out this 2 minute video.

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  • My one page plan looks small, is that right?

    Yes, currently the system formats the one-page plan to keep it to one page.    The report was built to be viewed electronically and without page brakes, keeping it to one page. 

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