FNCL Group

Advisor tools

Manulife Normal Report Generator

Drop in the client's Manulife statement and click Generate. The figures are filled into the Normal report template kept in the system. Funds with no figures are hidden, not deleted.

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1 · Client's Manulife statementPDF

Drop the PDF statement here

or click to choose a file

  1. Drop the client's Manulife PDF statement above.
  2. Click Generate report. The filled Excel downloads by itself.
  3. In Excel, use the SHOW FUND filter (right of the table) to show any hidden fund again.

Manulife Hybrid Report Generator

Drop in the client's Manulife statement and click Generate. Each fund goes into its own row under Capital Gain or Distribution Payout, following the Hybrid template kept in the system. Funds with no figures are hidden, not deleted.

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1 · Client's Manulife statementPDF

Drop the PDF statement here

or click to choose a file

  1. Drop the client's Manulife PDF statement above.
  2. Click Generate. The filled Hybrid Excel downloads by itself.
  3. In Excel, use the SHOW FUND filter (right of the table) to show any hidden fund again.