Your clients have never seen a review like this.
Transform your client experience with Advice Designer's digital presentations. Deliver secure, instant access to review summaries, goal tracking, portfolio performance and more – all in one visually striking package.
Add your voice to every review
Write and format market commentary directly in the review. Your insights on Australian and global markets sit alongside the portfolio data — in a premium branded layout that looks like it took hours to produce.
Free-text editor for Australian and global market narrative
Live portfolio data, beautifully presented
Investment data is pulled directly from IPS — no spreadsheets, no copy-paste. Performance, valuation, and asset allocation are presented in clear, interactive tables your clients can actually read.
Portfolio overview: starting balance, ending balance, TWRR, income, and growth
Asset-level performance table with period and annualised TWRR
Investment valuation showing units, unit price, and current value
Asset allocation vs target with variance — per entity or combined
Hover row highlighting and expandable entity tabs
A branded experience your clients will remember
Every review is delivered as a polished, slide-by-slide digital presentation. Your logo, colours, and hero images — consistently applied across every client, every time.
Show clients exactly where they stand
Every goal is tracked visually with a progress ring, status commentary, and adviser narrative. Clients see what they wanted to achieve and how far along they are — at a glance.
Progress rings with live completion percentage per goal
Adviser-written commentary displayed alongside goal details
Goals summary page lists all goals with short status extracts
Tabbed layout — clients step through each goal individually