Report Functions

Advisor Worksheet

The Advisor Worksheet is only available for Basic and Premium Subscribers.

The Advisors Worksheet is where you can manually make changes to the Reasonable Compensation figure and add additional information and notes to the report.

  • Navigate to the report you wish to adjust the compensation figure for from the Clients Tab OR the Reports Tab and click on the Click to Select dropdown – Select Advisor Worksheet.

Option to adjust RCReports

  • The Advisor Worksheet will open in a new tab in your browser.

Manually adjust compensation figure

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