Portfolio Reports

Generating Reports

Create bespoke client reports, building the report from a number of different options.

Portfolio Client Report
A three page report of the portfolio with growth, risk and asset allocation data.
Select to add the one page Product Profile and/or Stock Viewpoint for each of the underlying products in the portfolio.
Include Market Commentary to provide some background on how the markets have performed over the previous month.

Client Report Customisation
The following report customisations are available for the Portfolio Client Report:

  • Report Start Date
  • Report End Date
  • Advisor Name
  • Client Name
  • Benchmark
  • File type (PDF or Word)

Asset Allocation
A separate report showing the overall portfolio asset allocation and the sector allocation of the underlying products.
Note: this will download as a separate report in a Zip file if multiple reports are selected.

Portfolio Comparison
Report comparing up to five portfolios against one another on a holdings, allocation and growth performance basis.
Note: this will download as a separate report in a Zip file if multiple reports are selected.

 

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