“Finally a streamlined way to create our client's meeting packet reports. I can enter the data in one place, and all of the reports are ready to be generated. One at a time, or all at once. If I need to make any changes, that input instantly updates all of the reports affected by the change. This app saves me so much time.”
← All applications
ClientReports
Build the meeting packet.
Create clear, compelling reports from synced financial information. Saving time, effort, and headache with integrated client reports.
Designed for: Teams.
Included in Present or Orchestrate. Compare packages →
A clearer financial pictureIllustrative preview
Financial reviewReporting
Illustrative preview · fictional demonstration content
Not actual product output
What your team can do
Coordinated client meeting reports
- Record client financial information in one place
- Generate individual reports or a meeting packet
- Update shared information across affected reports
The integrated apps of ClientSuites™
Follow the work into the next app.
- 01ClientHub↗
Prepare before the meeting
Use ClientHub to manage client relationships, prepare for the next client progress meeting, assign tasks, and consolidate documents.
- 02ClientReports↗
Present a coordinated picture
Use ClientReports to prepare simple, compelling reports from client financial records and subject matter expert recommendations.
- 03ScenarioIQ↗
Explore choices in the conversation
Use ScenarioIQ to instantly answer the “What if?” questions as clients discuss what they want to achieve for their goals.
Testimonials
Experiences worth sharing.
Perspectives from the people using our apps.
“It is refreshing to see (my) financial picture (with) easy to understand report(s).”
Referring to the Circle Chart™
“You really nailed it.”
“This is brilliant. I am loving this.”
“100% of my clients who needed to make changes to achieve their financial goals committed to taking action once they could see the immediate impact those changes would have on their financial plans. I was pleasantly surprised by how powerful that experience was. The app’s ability to visually tell each client’s financial story makes the results tangible, compelling, and incredibly motivating. Seeing the impact in real time made all the difference.”
“It's helped a great deal to visually see where I've been and where I am with my financial plan. What a great tool.”
“I’m a financial planner who works with dozens of advisors with different systems. This lets me see what works and what doesn’t. The (ClientSuites™ system) works.
With ClientHub I’m able to clearly see what I need to do, when I need to do it, communicate with the team, and review previous meetings. Being designed for financial services teams it’s less bloated than general-purpose CRMs.
ClientReports has turned work that used to take hours in Excel into a quick and clean deliverables packet.
ScenarioIQ allows advisors to easily illustrate in real time the impact of clients’ decisions. You can see clients’ brains turn on when they watch their plan explode from overspending then become sustainable with some commonsense adjustments. It’s proven to be more effective than static scenarios in client conversations.
Together, they function as a great way for financial professionals to communicate & deliver.”
Your next step
See how it fits your team.
Bring a meeting-preparation challenge. Walk through the relevant apps in a 30-minute demo.