Portfolio Reporting
Portfolio Detailed report needs to be more detailed. Life policies - Benefit amount, premium. Fixed accounts - Interest Rates. LTC policies - Daily Benefit, Premium..ect
Rochelle
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Jennifer Falb
commented
In reviewing the “Account Reports”, there isn’t much difference between the Portfolio Summary and Portfolio Detail reports. Is it possible to make the Portfolio Detail report truly detailed as the name implies? For example, can it include the following:
• Account Number – Already in report
• Company – Already in report
• Product – Already in report
• Type – Already in report
• Issued On – Already in report
• Owner – Already in report
• Insured - Needed
• Status – Needed
• Coverage Amount – Needed
• Annual Premium – Needed
• Renewal Date – Needed
• Beneficiary Name and Percentage – Needed
• Cash Value – Needed
• Face Value – Needed
• Surrender Value – Needed
• Account Notes - NeededThe Custom Export is not a report. It is just an Excel Spreadsheet.
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Suzanne Rodriguez
commented
I agree 100%. I have been keeping that info in important information, but the list can get very long over the years. A contribution report is a great idea and I give you 3 votes!
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Thomas
commented
would like to have an Insurance Summary report that would include fields of primary insured:
Coverage type/coverage plan/benefit effective/payment frequency/coverage cash value/surrender value
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Anonymous
commented
When going to see clients, it would be very helpful to not have to look up the death benefit amounts, etec... put them on the portfolio summary, a,ong witht eh premium and other pertinent inforamtion