Optimize Help Center
Go to portal.optimize.ca
Reporting
Getting Started
Introduction to Optimize
Policies
Privacy
Service Requests
Cash and Security Management
Account Administration
Systematic Plans
Special Handling
Family Office Services
Processing Times
Account Management
New Accounts
KYC Review and Updates
Family Office Services
Tax Preparation
Will Preparation
Financial Planning
Systems & Technology
Email
The Optimize Portal
CRM
Client Online Access
Compass
Croesus
Payroll
Financial Planning Software
Compliance
Reporting
Dashboards
Reports
Conquest
Introduction to Conquest
Managing Financial Data in Conquest
Managing Goals in Conquest
Planning Page in Conquest
Strategies in Conquest
Plan Review
Corporations
Other Current Data types
Conquest integration with CRM
Back to home
Optimize Help Center
Reporting
Getting Started
Introduction to Optimize
Policies
Privacy
Service Requests
Cash and Security Management
Account Administration
Systematic Plans
Special Handling
Family Office Services
Processing Times
Account Management
New Accounts
KYC Review and Updates
Family Office Services
Tax Preparation
Will Preparation
Financial Planning
Systems & Technology
Email
The Optimize Portal
CRM
Client Online Access
Compass
Croesus
Payroll
Financial Planning Software
Compliance
Reporting
Dashboards
Reports
Conquest
Introduction to Conquest
Managing Financial Data in Conquest
Managing Goals in Conquest
Planning Page in Conquest
Strategies in Conquest
Plan Review
Corporations
Other Current Data types
Conquest integration with CRM
Reporting
Dashboards
Wealth Planner Overview Dashboard
Portfolio Management Oversight Dashboard
Portfolio Managers Dashboard
Compliance Oversight Dashboard
Compliance Associate Dashboard
Client Insight Dashboard
Practice Management Dashboard
See more
Reports
Restricted Accounts Report
Expiring Individual W8BEN Report
Expiring Entity W8BEN-E Report
The All Plans Report
Expiring Non-Resident Report
Returned Email Report
Expiring Treaty Statement Report
Clients Turning 71 Report
TFSA Registration Rejection Report
Expiring Withholding Statement Report
Return Mail Report
RDSP Registration Rejection Report
RDSP Grant Bond Refusal Report
RESP Registration Rejection Report
RESP SIR Registration Rejection Report
RESP Grants Rejection Report
The Depleting Systematic Plans Report
Reports | Frequently asked questions (FAQs)
Account Administration Reports
See more
