Our new client reporting tool is designed to help you deliver more meaningful client reviews, support deeper conversations, and clearly demonstrate the value of your advice. With flexible features, enhanced personalisation, and intuitive reporting, you can create tailored reports that make a real difference to your client relationships.
What makes the new client reporting tool different?
- Accessible and convenient
Reports can be saved directly to your client’s Document Library, making them available via the app and online Customer Centre. - Detailed performance insights
Show performance down to individual asset level, including gains, losses, and returns. Summarise a client’s assets in multiple ways for a clearer picture. - Greater flexibility
Include up to 10 sub-accounts in a single report, and include any CashHub accounts as needed. - Customisable structure
Select which sections to include and set flexible date ranges to suit each client’s needs.
- Personalisation options
Add your firm’s branding, adviser commentary, and even a digital signature or photo to make each report unique. - Benchmarking choices
Choose up to two benchmarks (including IA sector benchmarks and CPI/RPI), or exclude them entirely. - On-demand reporting
Generate reports whenever you need them, and save them for future reference.
Customisable
A customisable report structure with selectable sections and flexible date ranges.
10 sub accounts
Up to 10 sub accounts can be included in a single report.
View online
Add reports to the Document Library for clients to view online or through the app.
Get started with confidence
To help you make the most of the new client reporting tool, we’ve created a comprehensive user guide. This step-by-step resource will show you how to create a report, customise its content, and understand what an example report includes.