Insight Reports

Administering multiple data feeds into Xplan & Coin seamlessly

Technology is significantly changing the way and advisers provide advice to their clients. The ability of direct data feeds via Premium, Morningstar and others into Xplan and Coin have significantly reduced the need and reliance upon platforms.

Insight Reports provides a very effective administration system which can be utilised by advisers to offer consolidated reporting across all asset types without the need for a that asset to be included on a wrap or master trust approved list. 

The investments are bought using an electronic order pad attached to systems such as E trade, virtual broker or Commsec just to name a few and are held in the client's name. Insight Reports becomes the mailing house and completes nearly all the data entry for the adviser. This can significantly reduce the need for advisers to employ numerous back office staff. 

Insight Reports is a fixed fee service which is particularly attractive to advisers and clients whose portfolios are above $300,000. This Web-based reporting tool has been developed utilising the experience of planners specialising in high net worth and self managed super fund areas. 

The fixed fee of $192 Per Month enables advisers who are searching for an administration system which can save their clients money whilst also providing a more flexible service, to improve their value proposition to their valued clients. 

Home Page
Financial Planning Business sale planner
Free Articles
Contact Us