Reports
Keep track of progress by creating sharable reports.
Snapshot of Dashboard
Exports your dashboard data into a PDF.
Read-only snapshot for easy sharing and reference.
Automatically saved to your vault.
Records of Advice
Satisfies legal compliance requirements.
Captures each client's goals & products implemented.
Includes the advisor's notes and recommendations.
Export to Excel (.xlsx)
Export all dashboard data to Excel.
Keep a local record of all the numbers to date.
Extend with your own calculations and formulas.