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How can you benefit from Elevate's reporting options?
Save time and effort
Export useful PDF reports instantly in preparation for your client reviews.
Make reports personal with your own insight, analysis - even your firm’s branding.
Export the information you need quickly to manage your clients and business efficiently.
Whether you need a current portfolio valuation or a capital gains tax report, you’ll find a spectrum of downloadable reports for use in your client meetings. Or, you can export as much data as you require for inclusion in your own reports.
For example, Portfolioscan™ lets you produce comprehensive portfolio analysis tailored to the needs of your clients. It supports the following features:
easily obtain the information you need to service your clients effectively.
Contribution and Withdrawals report provides a holistic view of client money
movements into and out of the Elevate platform. This can be produced for an
individual client, or at an adviser or firm level, giving you an improved
insight of business flows into and out of all of your Elevate accounts.
Additionally, Model Portfolioscan lets you generate
tailored analyses of your model portfolios. Fund factsheets and Key Investor
Information Documents (KIIDs) are readily available at the click of a button.
suite of business management reports provides you with the information you need
to be able to manage your clients and business more efficiently - from a full
list of clients to your remuneration statements.
Allowance report, for instance, allows you to view ISA contributions made by
each of your clients at a glance, as well as any unused ISA allowances for the
current tax year.
Give your client a clearer picture of how their money is doing no matter where they are with our free iPad app.
We've provided quicker access to key information as well as a more efficient overview of your client's account.