The Net Worth Statement presents a comprehensive record of your client's net worth, taking into account assets, liabilities, and insurance.
In the left navigation pane, click Client Management. The Client Management tab opens.
In the left-hand column, click Clients. The Clients spreadsheet opens.
Select a client by checking the box to the left of the client name.
From the Action menu, click View Net Worth Statement. Adobe Acrobat opens and the report is generated.
In the Report Title box, enter in a report name.
Click Save. The Net Worth Statement is saved.
Tip: You can add your company logo to the cover page of the Net Worth Statement by changing your report settings.
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