Advisor360 - Reports

Practice Level Reports

  • For advisor use
  • Practice360 – Reports Tab

 

Client Level Reports

  • For both advisor and client use
  • Client360 – Reports Tab
  • Report can be exported to excel and saved as PDF
  • May share with client via Investor360, company email, in person or presented in virtual meetings

 

1-Click Review

  • Bundle multiple reports to create a professional looking package with company approved disclosures
  • To create
    1. Type in the template name, select and check off the reports to be included (from multiple Report Categories)
    2. Select who can access to this 1-Click Review template
    3. Arrange the order of the added reports, then click Save
    4. To edit, click pencil and resave
    5. To specify a date range, click the mini calendar icon
    6. Saved 1-Click report template will be available to all households

 

Best Practices

  • In Practice360 - May use filters, Dynamic Groups or Static Groups, and Saved Column Views to run each list or report
  • 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

 

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