Reports
Staying in touch with clients and building their trust is one of the main keys to success. To help you accomplish this, Advisors Assistant provides many preformatted reports, graphs, and Excel exports that you can use to stay in touch, build rapport, and gain their trust.
If you don’t find the report you need, there is also a simple report designer to help you customize some basic reports in Advisors Assistant.
In addition to client reports, there are management reports designed to help you run your business and many marketing reports designed to help you increase your bottom line. You can be sure no client or prospect will ever slip through the cracks!
Click on the links below to see some samples of the Advisors Assistant reports and graphs that are available.
CRM (16 shown of 80)
Contact List 1
Contact List 2
Contact List 3
Birthday List 1
Birthday List 2
Household Contact List
Client Detail Report
Group Census
Email Address List
Calendar Events by Date
Calendar Events with Phones
Workflows by Contact
Active/Completed Workflow Review by Assignee
Workflow Summary by Event
New Business Actions
New Business Actions by Client
Investment (20 shown of 175)
Simple Client Account Summary
Detailed Client Account Summary
Asset Summary with Gains
Household Summary
Household Account Details
Investment Summary by Account Type
Asset Allocation by Category Graph
Asset Allocation by Sector Graph
Investment and Insurance Summary
Sales Blotter by Client
Cost Basis Summary
Holdings by Investor
Holdings by Account Type
Allocation of Basis and Gains
Account Performance Summary-Dollar (IRR)
Realized Gains Summary
Dollar Weighted Return Portfolio Summary
Account Performance Comparison
Account Performance with Graph Dollar
Account Performance for Multiple Periods
Insurance Commission (5 shown of 20)
Commission Distribution by Insured
Commission Distribution by Payee
Commission Distribution Summary by Company
Agent Transmittal Statement
Agency Net Report
“I’ve been seeing the benefits of Advisors Assistant more and more. It was impressive when a prospect gave me a report to review from a big financial company. The report was so inferior to what I get from Advisors Assistant. Your reports are clear and concise and as detailed as I choose to be. Advisors Assistant reports blow away the competition!”
“Compliance Officers are amazed by the reports Advisors Assistant provides. The OSJ bi-annual compliance reviews using Advisors Assistant have amazed the auditors for completeness. The reports exceeded NASD, Registered Investment Advisors, and Outside Business record keeping requirements.”
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