No one knows the message you're trying to get across better than you, and your brand image and corporate style are unique to you.

As well as reports on clients holdings and business reports on profitability, fees, commissions and Key Performance Indicators, Adviser Office provides sophisticated reporting, supported by Microsoft Word, allowing the adviser to personalise the fact find and financial plan. The adviser can define the structure and content of the report and Adviser Office will populate the report within seconds.

Adviser Office enables a user to easily change the text, layout, fonts, and colours, incorporate personal or company styling and corporate logos anywhere in the reports. Reports can even be generated ‘on the go' and any pre-defined fact find and report templates can be amended or added to before printing.

A well constructed report reinforces the benefit of holistic financial planning and makes the advice process tangible to your clients. With corporate styling incorporated, the reports further build on your brand image as a financial planner.

To view a sample report, click on the relevant link:

Financial Plan - 272k PDF
Financial Review - 188k PDF