Our Investments Report is one of the most powerful tools on the platform. It allows advisers to pivot and analyse their entire client base by fund, provider, investment type, or performance metrics. This means you can instantly identify which clients hold specific products, spot diversification gaps, and prepare for reviews with actionable insights.
The report includes detailed roll-outs for each fund or investee company, showing valuation data, investment dates, and client exposure. Export options in PDF or Excel make it easy to share reports internally or with clients.
For advisers managing multiple portfolios, this feature turns raw data into strategic intelligence, helping you deliver better outcomes and meet Consumer Duty requirements for transparency and suitability. It is a hidden gem that can transform the way you manage client relationships and plan investment strategies.