Reports
Find the right report to increase your client's understanding of their financial position
9 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 - 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.