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client statement service (advisor)

General questions about using Fund Manager that do not fit into any other forum.

Postby paulk » Sun Jan 19, 2020 3:34 pm

Hi Mark

Can you tell me if I can only use Primo PDF if I use the statement service or will any PDF printer work? (I use Cute PDF in general).

Thanks!
paulk
 
Posts: 150
Joined: Fri Oct 29, 2010 6:08 pm

Postby Mark » Sun Jan 19, 2020 4:32 pm

Hi paulk,

You can use any PDF printer.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby paulk » Tue Jan 28, 2020 12:12 pm

Can I set FM to not upload client holdings and just use the portal for quarterly statements?
paulk
 
Posts: 150
Joined: Fri Oct 29, 2010 6:08 pm

Postby Mark » Wed Jan 29, 2020 7:46 am

Hi paulk,

Yes, you can only upload statements, and not upload holdings. Holdings/statements are separate, but under their same account. If you ever upload holdings those will be shown until you upload new holdings, so if you don't want to display holdings at all, don't ever upload those. If necessary, you can delete the account, and re-create it, which will erase any uploaded holdings.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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