Combined report details from Portfolio Detail Report, Portfolio Summary Report, Beneficiary Report and more
Looking for one report that is nice and clean to present to a client that gives full details on their accounts. This is the information we would like:
Account Assets section – location: Portfolio Detail Report
- Asset name (Holding name on report)
- Symbol
- Shares
- Price
- Total
Basic Information section – location: Portfolio Detail Report & Portfolio Summary Report
- Policy number - both
- Company - both
- Product - both
- Type - both
- Status - both
Beneficiaries section – location: not on Portfolio Detail Report & Portfolio Summary Report
- Name
- Type
- Percentage
Riders section – location: not on Portfolio Detail Report & Portfolio Summary Report
- Name
- Face amount
- Anniversary
- Reminder
General Info section – location: Portfolio Detail Report & Portfolio Summary Report
- Issue date (Issued on in Portfolio Detail Report)
- Cash value – PSR
- Loan balance – none
Coverage Info section – location: not on Portfolio Detail Report & Portfolio Summary Report
- Coverage amount
Ownership section – location: not on Portfolio Detail Report & Portfolio Summary Report
- Type of Ownership (Ownership on both reports)
- Owner - both
- Joint owner - both
- Insured - PSR
- Insured 2 – PSR
Payment Info section – location: not on Portfolio Detail Report & Portfolio Summary Report
- Modal Premium
- Premium Frequency
Dani Biever
shared this idea