Continuing our Analyser live series looking at different aspects of the system, this time we focus on client reports.
We built this functionality after advice professionals asked us how they could use their platform due diligence at a firm level inside Analyser and apply it to client suitability and annual and ad hoc client reviews.
In this video, we cover how to:
· create client-facing reports for platform recommendations
· pull in data from completed platform due diligence exercises for your firm
· compare your existing panel against alternatives
· take into account client contributions, adviser fees and investment costs
· download the report and appendix with supporting information
· export data such as text, logos and heatmaps to use within your own reporting tools
Reporting simplified
Create your own client reports to show why you’re recommending platforms for individual clients. Get started now
