Introducing Automated Client Reporting in Partner Access

We’ve made it even easier for you to provide your clients with regular spending, cash flow and wealth reports

MoneyBrilliant Partners can now schedule reports to be emailed directly to their clients. You can select any combination of spending, cash flow and wealth reports and have them sent weekly, monthly, quarterly or annually. You can even specify what day each report will be sent. The client emails will be co-branded for Partners using the MoneyBrilliant co-branding option.

Reporting options are available from the new Report Settings tile on the Client Dashboard in MoneyBrilliant Partner Access.

This is a great way to keep clients informed about progress toward their goals and to stay in touch with them.

More Posts