Business Hub

Adviser Reports To Make Your Job Easier!

Advisers…we listened! And here we are, proud to introduce 3 more reports to add under your belt. Client Performance Report This report lists the Top 10 Best and Worst Performing Clients. It calculates the client’s budget vs. actual difference for this month, last month, last quarter and the last 12 months. Activity Report This report displays the number of clients each adviser has invited to Moneysoft over different time periods and informs the Adviser the number of linked and non-linked accounts associated to their clients. Alert Report This report identifies which client has uncategorised transactions, is over budget, if they have met goal contributions and when they last logged in to Moneysoft. Login today and view the new Reports. If you require further assistance visit our FAQ page for a step-by-step guide.