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).