Reviews that accommodate your client’s needs each time.
Define your review default. Tailor when necessary
Directly import IPS and Xtools+ modelling
Import all investment accounts and financial modelling data directly from Iress Xplan
Customise financial modelling tables and charts effortlessly for your plan
Engage clients with interactive tables and charts in your digital presentations
Link and share reviews and supporting attachments with ease & security
Upload and securely share supporting documents and the final review report with the client.
Intuitive Review Authoring
Effortlessly create and edit reviews with our intuitive web interface
Impress clients with fully branded, modern Review (SOA and/or ROA) templates
Extensive Flexibility at Your Fingertips
Create Reviews, Review Statement of Advice and/or Review Record of Advice.
Curate which sections to review and which to exclude
Adjust portfolio table columns to display and naming conventions to use
