How do I share a client report?

 To share a client report you share the relevant mandate, share class, performance and other attached objects.

When it comes to sharing client information you want to be certain that only the right people have access to it. In AssetLogic you do this by setting up a Mandate Group. In the Group you select all the objects you would like to share that are related to the mandate.

Populate the Group with the specific mandate that you want to share with your client, as well as any attached share class, performance or other objects:

Once you have populated your group you can choose who you want to share the data with. If it is an existing destination select it from your destinations list:

If it is a new destination, either add their AssetLogic token or send an email invitation:

Was this article helpful?

Related Articles