Approving
1. As a wealth managers on the left-hand side, you can navigate to statement approvals
2. Monthly a workflow will run that will create an approval per client for each wealth manager. These approvals will show up on your approvals page. You can check the underlying data for that month using the reporting buttons on the line item. If the numbers are correct press the thumbs up and the statement will be approved and attached to the client.
Rejecting
1. As a wealth manager on the left-hand side, you can navigate to approvals
2. Monthly a workflow will run that will create an approval per client for each wealth manager. These approvals will show up on your approvals page. You can check the underlying data for that month using the reporting buttons on the line item. If the numbers are wrong press the thumbs down and provide a reason why the statement was rejected.
3. Rejected statements will show in the list but won’t be accessible for approval until the numbers and statements have been revised by a client services team member.