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Investment Fee Analysis Report

  • Updated

The Investment Fee Analysis Report option in FirmPlus provides an investment fee breakdown and comparison to asset category averages. This report is great for both clients and prospects to provide a straightforward summary of investment expenses for their investment lineup.

Generating a report assumes you have setup a Plan. If you need help setting up a Plan, check out the Setting Up a New Plan article for a quick walkthrough.

In This Article:

How to Generate an Investment Fee Analysis Report

  1. Select a Plan from the Plan Management screen. You will be taken to the Fund Lineup page.
  2. Click the Menu button in the upper left-hand corner.
  3. Select the Management tab.
  4. Click the Reports menu option. Click Investment Fee Analysis in the drop-down menu.

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  5. When you are ready to generate the report, click the blue Generate Report button. mceclip2.png
  6. A note will pop-up confirming the report is being generated and will be delivered to the Report Archive when completed (see below).

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How to Access Reports in the Report Archive

The Report Archive is where you can download generated reports and review the status of reports that have been requested. Each time you generate a new report, a new record will appear in the Report Archive.

How Do I Access the Report Archive?
  1. Select a Plan from the Plan Management screen. You will be taken to the Fund Lineup page.
  2. Click the Menu button in the upper left-hand corner.
  3. Select the Management tab.
  4. Click the Archives and Portal menu option. Click Report Archive in the drop-down menu.
  1. Access the Report Archive for a Plan (see above).

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  2. If a report is still in the process of being generated, the Report Status column will show "In Process". Reports that are in process will have the download link to the left disabled.
  3. Once a Report has been successfully generated, the Report Status column will update to Complete, and the download link will become active.
  4. Click the link to the left to download your report.

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  5. The Report will download to your computer, or open up in a new tab (depending on your internet browser settings).

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