Is your bank a customer of Raymond-James in Memphis? Their eFolio system generates a report called “Market Value Shock” which we can use as the investment detail download into A/L BENCHMARKS. To obtain the report here are the steps to follow:
1) Log-on to eFolio
The eFolio login screen is here: https://efolio.morgankeegan.com/escripts/Login/Welcome.asp
2) Go to report downloads
Select your portfolio and go to reportfolio-Downloads under the portfolios tab. Here’s a screen shot:
(click image to enlarge)
3) Run the report
Select Analytics pre-formatted reports on the left and the “Market Value Shock” from the right. Click on “Run Report”. Here’s a screen shot:
(click image to enlarge)
4) Download the report to your computer
Step 3 (above) will populate the report on the page; download it to excel using the “download the data to a spreadsheet link”. Here’s a screenshot:
(click image to enlarge)
5) Upload the spreadsheet file to Olson Research
Send the file to us using your secure login, the same way you send to us your Service Kit, Loan data, and any other quarterly information. The investment file would typically be uploaded in “Step 4”. You don’t have to adhere to a specific order. At this point you may not have your Call Report file ready yet. That’s ok you can return to Steps 1 - 3 at a later:
https://www.olsonresearch.com/ALBO/Customer/Reports/SubmitData/Step4
Here’s a screen shot:
(click image to enlarge)
