Advisor console
Reports
Generate statements and analytics across your whole book or per client.
Preview
Ready
Consolidated portfolio statement
All assets per client, one PDF.
Ready
Capital gains (FY)
Realised & unrealised gains, fund-wise.
Ready
SIP & transaction register
Every inflow/outflow from the RTA feed.
Soon
Insurance renewal calendar
Upcoming premium due dates.
Wiring pending
Soon
Asset allocation & exposure
Equity / debt / alt split across the book.
Wiring pending
Soon
Business AUM summary
Net flows, top schemes, commission view.
Wiring pending
Scheduled & saved reports
Set a report to auto-generate and email on a schedule.
No schedules yet — create one from any “Ready” report above.New schedule