MyFolio Lookthrough Tool - Multiple Reports (Upload)

You can use the MyFolio Lookthrough Tool to create personalised reports for clients invested in the MyFolio funds. The report gives a full breakdown of your client’s portfolio including the percentage and value invested in each underlying fund.

Upload template

  1. Please download the template provided below and complete with client details. You can add details to the templates for a maximum of 50 clients at any one time.
  2. You can choose to upload your logo on the next screen.
  3. Upload the complete template using Browse and Submit. Please note you can only use the supplied template.
  4. Please note that Client name and Adviser name are mandatory fields.
Download Template