Client Reports are PDF documents that can be produced and delivered in client meetings. You can generate a report from the Report Generation window by clicking the button on the RazorPlan Toolbar.
There are 3 types of reports available; Full Report, the Retirement Readiness Report and Planning Concepts . Along with these 3 reports each of the applications contains their own reports which can be printed directly from the application or as an appendices to the Full Report.
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