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Financial Advisers

Save time with automated reports


Does each report you send out include a lot of the same information?


Would your reports be much quicker to produce if you could automate some of the report-writing process?


If your reports contain standard paragraphs of text and some of these standard paragraphs of text depend on the type of report you are writing, we can automate some or all of the report production for you. For example, your investment reports might include information relating to different investment options along with your recommendations whereas a pension report might contain data relating to pension options. An automated report would ask you whether you are producing an investment report or a pensions report. According to your answer, the relevant sections and standard paragraphs of text would be automatically added.


You could automate it further by selecting the types of investment you want to recommend from a drop-down box and that information would be automatically added. Or you could tick the name of a particular pensions provider or investment fund manager and the relevant information for that provider would be inserted.


There would be no need to copy and paste information from previous reports.


The automatic insertion of information could include graphs, tables and diagrams as well as text.

Where to Invest decision arrows
Greater accuracy, ensure information is up to date


An automated report would be much more accurate and help you to ensure you have included all the relevant information. All the standard paragraphs of text you use would be stored in a central store so there is only one master copy of your standard text. If any information needs to be updated, you only need to update it in one place; the master copy. You can therefore be confident that report authors will always be using the most up-to-date information.


Personalised reports


An automated report would enable you to tailor a report to your client so it only contains information relevant to your client. This would be more appealing and much more useful to a client than a generic report that fits all. You could select your client’s attitude to risk from a scale and that risk profile could be inserted in the report and referred to throughout the report.

Little technical knowledge of Word required


The formatting and layout of the report will be set up for you. Your staff don’t need to have a good technical knowledge of Word to create a report. Producing a report becomes an easy task when you can select the options you want to include from drop-down boxes and tick boxes.

Consistent layout and formatting


All your reports would have a consistent layout and formatting and portray your brand image.

Case studies


Please see our case studies for examples of automated reports we have developed for other clients. In particular:-


Inserting standard text from a text library


Please see Insert standard text from a text library for more details about how a text library works and how you could benefit from it.

“Overall the report wizard has speeded up the time spent on generating reports and helps ensure these reports are completed with compliant, agreed wording.”

Belinda Ray, Senior Technical Analyst, HFS Milbourne Ltd

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