Need a customised management report for your next client review? Generate one from the TAM Platform with just a few clicks!
We recently got in touch to let you know how easy it is to log in to the TAM Platform and instantly view or download a valuation for your client’s investment portfolio. Today we thought we would delve a little deeper into the system to remind you just what it can do to support you and your clients.
Whether it’s your annual client review, or an impromptu client meeting, our reporting function enables you to quickly generate a fully customised management report with just a few clicks. You can choose your own date range, such as the last calendar month or since inception, and you can select what elements of your client’s portfolio you’d like to include in your report, such as:
- Urgent Commentary
- Management Summary
- Portfolio Exposure
- Portfolio Net Movements
- Portfolio Valuation
- Trade Statements
- Cash Statements
- Tax Schedule
To make things as easy as possible, we have created a simple user guide to help you through the process, which you can download below, and it is also readily available from our website library.
Download our TAM Platform user guide
If you have any questions about customising a report for your client, or you'd like more information about how our TAM Platform can support you, please get in touch with our UK Business Development Manager today.