Reviewing clients has never been an easy task for Advisers even when they have processes and workflows in place, they have still often lacked a meaningful and relevant document which enabled them to provide the review information and progress to the client.
The review report not only alleviates this need but delivers a report with a high range of customisations, fidelity and which we hope our clients find to be an aesthetically contemporary and professional approach.
The report is complimentary to the SOA Templates providing efficiency and consistency between the documents.
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Section |
Description |
Customisable Content |
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Cover page
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This is customisable as part of your on boarding process. You can have a single custom cover page per merge template. If you do not supply any cover page template, this section will appear blank. |
Cover page image The cover page image supplied by you must be 29x21cm, a resolution of 2480 x 3508 and at least 300 PPI and in .jpeg or .png format. |
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Cover Letter |
This is customisable as part of your on boarding process. You can have a single custom cover letter per merge template. You can also edit the cover letter within the merge template to suit your requirements. If you do not have a cover letter the standard cover letter template will merge with your document.
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The letterhead must have a resolution of 784x247 and measurement of 21x5cm, the footer 790x128 with a measurement of 21x3 cm and both must be at least 300 PPI and in .jpeg or .png format. |
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Cover Page Details |
Client, adviser & licensee details as well as disclosure. |
This text is not customizable. |
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Contents & Sector Performance |
Table of contents and sector performance matrix. |
This area is not customizable. |
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Your Risk Profile |
Explanatory text about risk profiling and an explanation of each client’s risk profile. |
You will have the ability to change the heading for this page as part of the set-up process. |
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Portfolio Valuation |
A table showing clients current portfolio valuation. |
The table style can be customised via user group settings. |
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Portfolio Asset Allocation & Variation |
Table showing current portfolio asset allocation weightings and variation from target weight. |
The table style can be customised via user group settings. |
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Portfolio Performance |
Table showing portfolio performance for chosen date range. |
The table style can be customised via user group settings. |
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Insurance Information |
A summary of the client’s current insurance policies in tabulated format. |
Practices will have the ability to:
This area is not customisable, however certain text can be adjusted within the wizard. Other static text is conditioned based on user or group settings; however, the table style can be customised via user group settings. |
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Fees & Charges |
Explanatory blurb around fees & charges and a breakdown of them in tabulated format.
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Practices will have the ability to:
This area is not customisable, however certain text can be adjusted within the wizard. Other static text is conditioned based on user or group settings; however, the table style can be customised via user group settings. |
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Authority to Proceed |
Standardised Authority to Proceed text. |
This text is not customizable. |