NOTE: Your access to 'Reports' will vary based on the portal configuration set by your financial professional.
It is exciting to have your Financial information in one central location ready and waiting to be used and reviewed. Reports can be produced in the portal quickly and easily.
Wealth Reports
My wealth entity report - Assets and liabilities with associated ownership
Investment/Lifestyle report - Investment/lifestyle property growth and cashflow report
Wealth report - Total asset and liabilities report, net worth breakdown
My wealth summary report - Current assets and liabilities summary
Cashflow Reports
*Date range filtering available
Cashflow summary - Income and expenses summary
Deduction report - Summary of your deductions with the associated receipts
Transaction report - Transactions with associated descriptions and tags
Budget Reports
*Date range filtering available
Cashflow track - Compare income and expenses based on your groupings
Budget report - Actual vs budgeted transactions for income and expenses
Comprehensive cashflow - Comprehensive report to track your goals, net position, cashflow and budget