Find and view client information so you can manage all your existing business efficiently.
View Contribution and Investment History
- Make policy enquiries and valuations
- view contribution, investment and transaction history
- full asset analysis
- customise reports - select a simple summary or a full report, and use our ‘asset analyser’ to provide portfolio insight
- integrated to key back office systems used by Advisers
Best Practice JCS
Durrell True Potential
How to view Client Information and Use our Online Reports Guide - interactive pdf
How to view Client Information and Use our Online Reports Guide - printable pdf
Client Review Report
Save time preparing for client reviews by easily requesting the information you need. This report may also be useful to answer ad-hoc queries about a client's Retirement Account.
- Client report covering a fixed period of 12 months with key information
- Receive a client illustration by post that will show what your client’s plan could be worth at retirement
- Includes the tax-free cash and income taken since the plan started.
Find out more about the Client Review Report