Advisors Assistant 6 Sample Reports
Advisors Assistant 6 will have many reports available, and you will be able to customize some basic reports yourself.
Reports with Advisors Assistant 6 can be printed, or they can easily be saved to a variety of file formats including PDF, RTF, Excel files and more.
Advisors Assistant 6 Report Summary
- CRM Reports
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
New Business Actions (Sales Pipeline)
New Business Actions By Client
- Investment Reports
Simple Client Account Summary
Detailed Client Account Summary
Household Summary
Investment Summary by Account Type
Asset Allocation by Category Graph
Asset Allocation by Sector Graph
Investment & Insurance Summary
Sales Blotter by Client
Cost Basis Summary
Holdings by Account Type
Allocation of Basis and Gains
Account Performance Summary-Dollar (IRR)
Account Performance-3 ROR
Realized Gains Summary
Account Performance With Graph-Dollar
Account Performance For Multiple Periods - Insurance Reports
Client's Policy Summary 1
Client's Policy Summary 2
Policy Surrender Values Statement
Policy Summary by Owner
Policy Premium and Commission
Policy List
Insurance Production by Producer
Policies In Underwriting - Agent Statement
Policies in Underwriting - Agency Summary
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