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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
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
Reporting
Dashboards
Wealth Planner Overview Dashboard
Portfolio Management Oversight Dashboard
Portfolio Managers Dashboard
Compliance Oversight Dashboard
Compliance Associate Dashboard
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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
Updating Client Information
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 Admin Reports
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