Reports
Find the right report to increase your client's understanding of their financial position
10 articles
New Performance ReportsLearn how to access and customise the new Performance Report with cleaner, user-friendly outputs
AdviserLogic Reports – ADL01 Prospect LetterLearn how to generate and customise the Prospect Letter (ADL01) to introduce your services to potential clients.
Comprehensive Investment Report in AdviserLogicLearn how to generate and interpret the Comprehensive Investment Report to overview a client’s portfolio in AdviserLogic
Reports - External Report Types Within AdviserLogicLearn how to access and use external report types in AdviserLogic to generate client-ready reports.
Reports - Generate Template DocumentLearn how to generate a templated advice document using AdviserLogic’s Digital Advice module.
Reports - Income and Growth ReportLearn how to analyse portfolio income and growth performance over time, including deposits and withdrawals.
Reports - Portfolio Analysis (X- Ray)Learn how to analyse portfolio diversification, exposure, and risk using Morningstar’s Portfolio X-Ray.
Reports - Portfolio Analysis (X-Ray) EnhancementsLearn how to use the enhanced Portfolio X-Ray features to analyse holdings and gain deeper portfolio insights.
Reports - Signature Reports in AssetsLearn how to generate and use Signature Reports to access Morningstar research for client investments in AdviserLogic.
Reports - Template Reports MasterLearn how to manage and customise Template Reports Master for consistent reporting across your practice.