IFAs and Accounting firms are supported from a Practioner’s perspective, which demands clear and effective client communication. The basis of all portfolio changes is communicated in language that your clients understand and value. All client information flow is controlled by you, as it is issued through by your firm.

Timely and effective client communication and the ability to swiftly implement portfolio changes across your entire client base provides a strong foundation to transform your Practice to a highly efficient, transparent and compliant financial planning business. The following integrated reports help to unclog operational congestion and allow your Advisors  to focus on client service and relationship management:

  • Risk Profile Model – Portfolio Updates
  • Asset Class Model – Portfolio Updates
  • Quarterly text for Clients Reviews
  • Quarterly Performance Reports – Risk Profile Models
  • Quarterly Performance Reports – Asset Class Models
  • Quarterly Newsletters – comprehensive portfolio commentary and performance reporting
  • Asset Class (Sector) Research Reports
  • Quarterly Chart Pack: portfolio risk metrics for Advisors