Q. Is there a way we can generate a financial review/fact find of a particular client’s investments?
A.There are several reports that would show all of your clients assets/investments that might be used for review. You will find these on the Reports screen of the Voyant Adviser software
The ones that come to mind include:
- Overview General - (Events and Accounts Overview),
- Family Balance sheet,
- Plan Overview,
- Fact Find Verification (which includes everything the software knows about your client, not only assets),
- Account Details (also charts projected future growth for each account/investment).