Advisors Assistant 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 never slip through the cracks!
Client Marketing Systems has also partnered with AdvisoryWorld to bring you detailed investment analysis reports right from within Advisors Assistant. To find out more about the AdvisoryWorld ICE reports available from within Advisors Assistant click the following link: Advisors Assistant/AdvisoryWorld ICE Reports.
Click on the links below to see some of the Advisors Assistant reports and graphs.
Advisors Assistant Sample Reports
- 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 - Insurance Commission Reports
Available with Advisors Assistant Version 2
Commissions Due & Paid Summary
Agency Commissions Graph by Agent
Agent Transmittal Statement
Agency Distribution with Agent Detail
Agency Distribution Summary
Advisors Assistant User Testimonials
"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!" Amy Bunker
"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." William James, CFP®, CLU
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