Ascentric is launching a new report tool providing advisers with extensive coverage of client portfolio data including valuations and wrapper performance.
Set for launch in a couple of week, advisers will be able to use the client portfolio report for annual client reviews, portfolio valuations, wrapper performance analysis and for viewing cash account and transaction statements.
‘This development is in direct response to the adviser need for a client-friendly report that harnesses all the portfolio data contained on the platform," said head of marketing Dominic Ventham. "I believe it will add real value to an adviser's client proposition."
In addition, the tool provides in-depth coverage of portfolio data including regional, asset and sector allocation, top fund holdings, benchmark analysis and a summary of all transactions.
Advisers can tailor the content of the report via date range and selection of various sub-reports. The final report can be viewed on screen or saved as a pdf file.
Last July, the wrap launched the Key Features Builder - a tool providing advisers with a breakdown of client portfolio charges, including the cost of setting up model portfolios and ETFs.
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