Tracking Client Progress

How do you track clients progress over time? We sometimes put together a report showing the balance, withdrawals and contributions each year. This helps to show how the clients portfolio grows over...

advice servicing

client engagement

investments

jenny.brown

Advisely Board

2 years ago

Great question martin.joughin and something we wish could be automated from xplan. We have what we call an "ins and outs" table for all our discussion documents (reviews) but it is manual from the last time it was updated (usually within the last 9-12months) it provides great impact to clients who have been living off their investments for years to show what they have pulled out, but yet what their balances are. The other visual we have is a traffic light report that shows what has been achieved over time - goal, date, etc. which again is well received. Finally with projections we show the difference between the last lot of projections, what has changed eg. income, asset value etc. and what the assumptions are going forward.
I'd love to be able to automate these and welcome any suggestions.

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