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Bringing clarity and value to every review
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. - Client performance insights
See a performance summary and select from a choice of performance graphs. - 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.
Yes. Reports can be co-branded at adviser or firm level, in line with other platform-generated correspondence.
Yes. Advisers can add custom commentary to the introduction section to provide context or highlight specific points, helping personalise the report for each client.
Reports can be generated from March 2021 onwards.
We use a version of simple return used across the industry for the return shown in the charts. It is a simplified calculation of return to show the growth per pound of investment. Unlike the internal rate of return (IRR), the simple return does not consider the timing of cashflows, so the result can appear to spike up or down when large cashflows occur. Further explanation is available in the client report user guide.
Not at this stage. Each client report can be run at an individual head-account level only. Family linking may be considered for future enhancements.
Yes. You can choose to save the report to the client’s document library. If the client has online access, they will not be notified, but it will be visible to them if they log on.
You can select up to two benchmarks or choose to exclude them entirely. Available benchmarks include IA sector benchmarks and CPI/RPI.
The client reporting tool provides performance details and information on returns at a fund level, making it useful for general portfolio reporting. However, it does not offer the same depth of capital gains information as the CGT tool. The CGT tool is specifically designed for detailed capital gains calculations and reporting, including scenario planning and tax allowance considerations, which the client reporting tool does not support.
In some cases, when a re-registration (in or out) is recorded but has not yet completed, this can cause an error in the valuation and performance charts in client reports. This does not affect any calculated figures, and we’re working to improve this as part of ongoing enhancements.