Potential Improvement Reports are a great way to visually capture your clients attention. You can edit the wording of the reports on pages 2 and 3 from within your Template Settings.

To download or email a report to a client(s), click into your Portfolio view on the left.

Improve the Key Numbers for your clients by sliding the lever in the top right.

Select your clients to send a report on the left hand side. Click Actions and send away!

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