You can export your clients from Private Client Services™ (PCS™) into a csv file.
Go to the client tab, select your clients you would like to export along the left hand side of the grid.
Now click the Actions dropdown, followed by Export clients
A new tab will open, allowing you to drag and drop the fields of information that you would like to export. Once you have moved the fields to the Right hand column, click the Export Data button at the bottom of the screen.