View more on these topics

Standard launches client reporting tool

Standard Life has launched a new client reporting tool which the firm says allows advisers to tailor reports to individual client needs.

Features of the new reports include a choice of a summary or full report, running reports by product level or asset class, the choice of picking individual products to report on, client review reports and three supplementary documents including a market summary and an investment guide.

Standard Life head of platform distribution Chris Divito (pictured) says: “Advisers told us they wanted new client reports and the time we spent with them in the development stage was vital in shaping the end result.”

SL says this is the first phase of the launch and work on further features is currently being carried out.

The firm claims advisers are currently using the tool to produce over 900 reports per day.

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment