Instantly export PDFs and documents which are ready and tailored for client reviews
See information for clients immediately, such as all contact details and current holdings
Ready-to-access management information (MI), allowing you to manage your clients efficiently
From capital gains tax reports to current valuations, the client reports generated from our suite are ready-to-use for client meetings at the point of export or download.
The client reporting module supports:
- Portfolio breakdowns
- Portfolio performance reporting, both discrete and cumulative
- Fund performance
- Monthly statements, quarterly reports and waterfall reports
- Easy to understand reports generated in PDF format instantly
As part of the holistic financial advice process, our adviser reporting modules track all client monetary movement in and out of the platform.
The adviser reporting module supports:
- Contributions and Withdrawals
- Recent trades
- Uninvested cash
- Current holdings
The business management reporting suite enables you to manage your clients as effectively and efficiently as possible.
At a glance, either online or exported, you can view:
- Advice fees and remuneration
- ISA subscriptions
- E-signature reports
- Incomplete applications
- Investments requiring approval
“Should you find yourself in a chronically leaking boat, energy devoted to changing vessels is likely to be more productive than energy devoted to patching leaks.”
Discover how much your clients could save
current platform fee (%)
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How to Guides
Access 24/7 to important documents, educational guides, product collateral and our library of instructional videos for advisers - and your clients
Reach out for support
Call our service team during business hours on 0330 123 9830 or email us with your queries. One of our experts will be glad to help.
If you have any questions or want more information, contact us below and leave a message:
The Tavistock Platform is powered by Platform One Ltd which is authorised and regulated by the Financial Conduct Authority № 542059. A registered company in England and Wales. №06993268. Registered Office: Peartree Business Centre, Cobham Road, Wimborne, Dorset, BH21 7PT