Client Reports
Professional, branded reports for your clients
Client-Facing Report Types
Generate professional reports that communicate value to your clients. All reports are fully branded with your firm's logo, colors, and contact information.
Portfolio Summary
High-level overview of client's total portfolio including account values, asset allocation, and recent performance. Perfect for quarterly check-ins.
Holdings Statement
Detailed listing of all holdings across accounts with cost basis, current value, and unrealized gain/loss. Useful for tax planning discussions.
Quarterly Review Package
Comprehensive quarterly report combining performance, holdings, transactions, and market commentary. Ideal for scheduled client reviews.
Transaction Report
Complete transaction history with filtering by date range, account, or transaction type. Includes buys, sells, dividends, and transfers.
Branding Options
Visual Elements
- Company logo
- Custom color scheme
- Header/footer design
- Chart styling
Contact Information
- Advisor name & title
- Phone & email
- Office address
- Website URL
Customize Your Reports
Visit Branding Setup to upload your logo and configure your firm's color scheme for all client-facing reports.