Michael Kinens

Analysis & Review Report - A new and revised 'Dream Report'.

Blog Post created by Michael Kinens Employee on Nov 24, 2015

'The Dream Report' was created to provide a benchmark for advice businesses wanting to challenge their 'approach' to undertaking and generating an investment centric review.  Two of the key objectives were to demonstrate how a standard XPLAN investment report could be readily branded to ensure continuity of style, and how efficiently the document could be generated.  For those interested, further details can be found at

 

Challenges

Whilst the key objectives were achieved, a fundamental roadblock was that many businesses utilising XPLAN are unable to access features like the Wizard builder (the ability to design and implement a series of screens that create greater efficiencies when undertaking common processes).  So whilst the process for creating 'The Dream Report' still provides a very good example of Best Practice the key objective of the Analysis & Review Report was to provide a solution for practices which was both efficient, flexible, tailored and engaging.

 

Features

The Analysis & Review Report comprises:

  • Investment overview
  • Executive Summary
  • Portfolio Valuation
  • SMSF Summary
  • Holdings Analysis
  • Performance Analysis
  • Asset Allocation (current & proposed)
  • Investment Recommendations
  • Maturing Investments
  • Expiring Identity Documents
  • Insurance Schedule
  • Fee Disclosure
  • Invoices
  • Supplemental Reports (Appendix)

 

Sample document coming soon...

How it works

In order to provide greater flexibility without the typical 'techno' overheads, the report template utilises XPLAN's File Notes to manage the 'instructions' which will determine what sections are included or excluded within the report.  Read more...

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