Reports
Generate and export client reports in PDF, Excel, and CSV formats
Client Profile Summary
Comprehensive client profiles with holdings overview, contact details, and compliance status.
AUM Overview Report
Total assets under management breakdown by client type, platform, and relationship manager.
Compliance Register
Deceased clients, no-mailing flags, AML pending verifications, and data completeness audit.
JISA Linkage Report
Junior ISA account relationships showing parent-child connections and registered contacts.
Review Completion Dashboard
Annual review status tracking — overdue, due soon, scheduled, and completed reviews.
Power of Attorney Registry
Complete POA records with attorney details, registration dates, and linked client accounts.
Mailing List Export
Active mailing list with label names, addresses, and preference flags for mail merge.
Client Segmentation Analysis
Distribution analysis by client type (UHNW/HNW/Standard), platform, and geographic region.
Fee Schedule Report
Primary and secondary platform fees by client, with total fee income projections.