Current valuation statements can be generated on a single or consolidated account basis, and transaction history reports for variable dates can be produced. All reports are in a client-friendly format. Backdated valuations can be obtained online and a high-level breakdown of your clients’ assets and holdings is available on the platform homepage.
A comprehensive suite of business reports is now available. Advisers will have easy and instant access to 27 tailored reports. This reporting will be available at a business, adviser and client level.
Capital Gains reports can be produced using our Capital Gains reporting tool for the Collective Investment Account (CIA). We have improved the user experience to make it more intuitive and with enhanced features. More details can be found in question 'What are the key features of your Capital Gains reporting tool?'.
If you and your clients are taking advantage of WealthSelect, you can use the reporting tool to send personalised quarterly performance reports to them quickly and easily – taking care of this regulatory requirement with minimum effort.