Advisor360 - Reports

Practice Level Reports

• For advisor use
• Practice360 – Reports Tab

Client Level Reports

• For both advisor and client use
• Client360 – Reports Tab
• 1-Click Review – Bundle multiple reports to create a professional looking package with company approved disclosures
• Can be shared with client via Investor360, company email, in person or presented in zoom meetings

Best Practices

• For each report, use filter page to save report template for future use
• Create Favorites list for commonly used reports
• On keyboard, press CTRL + F keys with keyword to look for specific report
• Add Favorite Reports widget & 1-Click Review widget on Dashboard for easy access

Resources

• A360 Reports recording  /  A360 Reports presentation
• Reporting Bridge Document
• Reports in Advisor360 Reference Guide