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Reporting

A holistic wealth management reporting solution

Bundle, schedule, and run fully reconciled reports across all account types with our wealth management reporting solution.

 
 
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1-Click Review®: Learn how to save time preparing for client meetings

Our Unified Data Fabric® consolidates all types of data from hundreds of sources—allowing your advisors to combine investment and protection products into proposals, financial plans, and reporting with one click of a button.

Watch this video (0:37) to discover how our 1-Click Review reporting solution can create more meaningful client-advisor collaboration.

The problems we solve

Have you or your advisors ever experienced any of these problems?

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Time consuming to prepare for client meetings

Research shows that with accounts, insurance policies, financial plans, and CRM data stored in multiple systems, an advisor spends over 2 hours running reports in preparation for a client meeting.

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Increased support costs

High costs and operational inefficiencies are tied to training new advisors and their staff on where to go and how to report in different systems.

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Inconsistent data

Duplication of accounts across systems leads to inconsistencies in the data that is shown to clients, leading to increased support and decreased trust.

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Compliance risk

Reporting in multiple systems leads to an increase in opportunities for non-compliance to occur.

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Disjointed client experience

A different look and feel to reports given to clients impacts perception of an advisor’s brand.

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Insurance as a gap

Most aggregated reporting tools focus on investments and not all aspects of wealth management. Those that cover insurance have very light data coverage that doesn’t tell a complete story.

Our solution

We offer a comprehensive wealth management reporting suite that allows for configurable reporting at the practice and household level across investments, insurance, and financial planning.

Data to power reports is gathered from our Unified Data Fabric (UDF) where the data is continuously monitored to ensure its accuracy, consistency, and validity.

Enjoy a number of benefits, including: 

  • Reports require a single login to our platform, saving time and simplifying the advisor experience.
  • Leverage over 100 configurable reports across all types of investment accounts, insurance types, and planning.
  • Automatically identify new growth opportunities through unique reporting, leveraging our robust data set.
  • 1-Click Review® reduces meeting prep to a matter of minutes with even more time saved by integrating with your CRM.
  • Flexible performance reporting allows advisors to communicate performance in different ways to clients.
  • Reporting for the home office, advisor, and client ensures that all personas see consistent data.
  • Integration into the client experience makes it easy for advisors and clients to collaborate in a familiar experience.
  • Build confidence in your client experience and reinforce the advisor’s brand with configurable branding.
  • Simplify vendor management and maintenance by reducing the number of vendors.

Operate with data you can trust

Advisor360°’s Unified Data Fabric® aggregates and cleanses data from hundreds of unique sources into an enriched single source, ensuring you, your team, and your clients execute with data you can depend on.

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Access your free report

Explore the role wealth management technology plays in facilitating business with this in-depth 20-page report. Learn how digital transformation leads to greater collaboration and a more seamless wealth experience.

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Reporting resources

Learn more about our Reporting capability

 
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