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Groups Overview and Access  Groups are used to produce multiple client Reports for Fund Switches and Investment Performance Reports for various cate...

Create a Client Group  1. Navigate to Setup -> Groups, select the Group type Client         2.Click on:  a) the green ‘+’ button on th...

Including Advisers and Risk Profiles on Bulk Reports  You will require access to Fastrak ->Setup ->Groups.    Risk Appetite refers...

Create a Policy Group  1. Navigate to Setup -> Groups, Select the Group type “Policy”        2.Click on:  a) the green ‘+’ button o...

Create a Funds/Assets Group  1. Navigate to Setup -> Groups, Select the Group type “Funds/Assets”      2. Click on:  a) the green ‘+’ ...