What kinds of reports can be configured for automatic delivery?

SET UP PORTFOLIO ANALYST DELIVERY SETTINGS

You can set your preferred method of delivery for pre-configured (default) PortfolioAnalyst reports and your custom PortfolioAnalyst reports that have a time period of MTD, YTD or Since Inception:…

CONFIGURE FLEX QUERIES DELIVERY

You can configure delivery settings of Flex Queries in Client Portal:…

No, statement delivery can only be configured by the client via their Client Portal.

Additional Information…

Yes. Advisors and Brokers can configure default and custom report delivery for all client accounts in bulk. To enable reports for client accounts in bulk, navigate to Reports > Client Report Bulk Delivery > Configure (gear icon) > Select the desired quarterly report and associated clients. Once configured, the report will be e-mailed to the primary client email on file…