Xplan ProductI haven't looked at the client portal but in the past if a client had multiple entities e.g. trusts, companies, SMSFs, you couldn't see all of the assets at the same time. You had to switch between the different entities. Has this been fixed, or are there plans to fix it?
Xplan ProductHi Martin,
Thanks for the question an previously taking a look at Client Portal.
Regarding the single view of assets, you can see investment assets across entities in a single screen. Where your question may relate to assets recorded in Client Focus, the balance sheet you can only view these assets (and liabilities) on a per-entity basis.
You can of course provide comprehesive custom reports to your clients to generate this data in a format that best suits your needs. Let me know if you would like to understand more about how to do this.
Lachlan
