New: Generate Individual Investment Reports in Adviser Portal

You can now generate Individual Investment Reports directly within the Adviser Portal, alongside your existing consolidated reporting tools.

This new experience offers:

•  A fresh, professional report layout
•  Easy access within the Adviser Portal’s Reports section
•  The ability to select which sections appear in each report
•  Continuity in report content — same data, new look

 

Watch it in action:

Want to see how it works? Here’s a quick walkthrough of the new reporting experience.

 

Please note, currently, reports generated in Adviser Portal can be produced for any 12 month period. If you need to generate reports covering longer time periods, you can continue using the existing Report Builder in Account Management. We’re continuing to enhance this new capability and will keep you updated as improvements are made.

We’d love your feedback
Please use the ‘Feedback’ tool embedded on the right-hand side of the screen in Adviser Portal to share your thoughts. Your feedback helps us understand how we can continually improve your experience.