Reports
To make any changes to the cover pages or re-brand please contact Nomita Wilkins or Gary Sheppard [email protected] gary.shepherd@s...
Fri, 13 May, 2022 at 10:47 AM
Description: Adding commentaries to reports is hardly used by our customers as PDF files have replaced this but in some instances, it is still used. ...
Fri, 13 May, 2022 at 10:28 AM
Go to set up/custom Styles and add your HEX colours below and test by generating a report To change the body font this needs to be done in th...
Fri, 13 May, 2022 at 10:29 AM
To add the rationales, you will need access to the Setup area of Fastrak, if you do not have these permissions, please contact your Firm Administrator so th...
Tue, 12 Jul, 2022 at 11:02 AM
1. To set up your Adviser Charging structure for new investments, you will need access to Fastrak Setup, if you do not have Setup access, please ask the per...
Mon, 15 Aug, 2022 at 10:39 AM
Commentaries are HTML based, so for example, you cannot copy and paste content from Microsoft Word and they are designed for text content only, if you requi...
Mon, 15 Aug, 2022 at 12:30 PM
An interwrapper is a transfer that occurs between two wrappers that are included as part of the report being generated. The interwrapper isnt included with...
Wed, 22 Nov, 2023 at 11:16 AM