Ad hoc client charge reports have arrived

We’ve just launched a new report that enables you to see a client’s portfolio charges, between two dates of your choice.

You can run the report any time, from the Reports section on your dashboard for that client – so no more waiting until the annual charges statements are sent out.

When you run the report, a downloadable CSV file is generated and sent to the documents area for that client (only you’ll be able to see it).

To find out more on how to run the report, visit Knowledgebase and search for ‘Ad hoc charges’.

Any questions?

If you have any questions or want to find out more about the new report, get in touch with the Client Services team on 0117 204 7678,, or via Live Chat.

Speak to us and find out how we can help your business thrive.