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75 results found

  1. Please add more robust tax report capabilities

    Please add a way to run a report with all the "Estimated Tax Information" fields: Adjusted Gross Income, Estimated Taxes, Tax Year, and Estimated Tax Bracket.

    22 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  2. account udf bulk add

    I track RMDs for clients on an account level and a contact level and I have to manually add each account level UDF every January. This should be accomplished by a bulk add. And of course to do that it means that we will need an advanced search for the account level as well as contact level (So I can search for open IRAs and get open IRAs instead of closed IRAs and open something else) which is how the current advanced search works.

    41 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  3. Print Full Activity Details, Including Linked Notes

    Currently when printing an activity, only the portion of the description box that is showing on the web screen at that time appears. Additionally, the Linked notes are not printed out with it. If they are printed out with it, they are cut off and listed as (more...). We need to see all of the details surrounding that activity in an easily printable format.

    27 votes
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    4 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  4. filter workflow replorts by Step

    I would like to filter the Workflow Report by Step as well as template. Once I chose the template I want to search for, I would like to be able to sort by step so that I can easily find all of a specific workflow that's on a specific step. I can sort by that right now but when you have 10 pages, it only sorts the current page, not the whole of the report.

    Thanks!

    9 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  5. Bulk Printing of Confidential Personal Profile

    It would be great if we could Bulk Printing of Confidential Personal Profile. Going into each family is very time consuming.

    31 votes
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    3 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  6. Beneficiary Report

    Is there anyway to include all names when running a beneficiary report on family account - or list the "family name?" right now it only shows the individual

    107 votes
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    11 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  7. Client Review Report

    A report including the following information, which is critical for a client review would be GREAT!! A custom export doesn't work for this type of information. Thanks!

    -Name, phone, email address, DOB, category (select/elite, etc)
    -Accounts & Balances
    -Opportunities
    -Client Review items (1st review, Review, Next Review Date)
    -Written agreements review
    -Strategic Allocation Model ( Objective, time horizon, risk tolerance)
    -Estimated Tax Info(AGI, estimated taxes, tax year, estimated tax bracket)
    -Estimated Net Worth (total Assets, Total liabilities)

    Important Info:
    -Personal Interests
    -Employments (Occupation, gross annual income, retire date)
    -Professional Contacts (CPA, attorney, etc.)

    89 votes
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    3 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  8. Please add filter columns back to the activity by contact report

    please allow users to have the option of what they want in the activity by contact report, ex: filter out the description column

    17 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  9. We need bulk Beneficiary Excel report-Please work on this report for us. trying to clean up our clients' beneficiary data.need the report

    work on this report for us. trying to clean up our clients' beneficiary data.need the report in order to do this efficiently. We need to capture beneficiary data for clients' accounts to reach out to the missing ones and get the info.

    13 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  10. 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

    297 votes
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    24 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  11. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

    I want to start sending nnivesary cards. A report like birthday report that shows anniversary date instead of birthday would be helpful. Make a quick list of all people with anniversairy in month of May, June, etc., and click anniversary report instead of having to create a custom report.

    84 votes
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    4 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  12. Notes Report

    It would be helpful if we could print the Notes Report for a specific account for a client. Ex. If a client wants to talk about their IRA, we have to print a Note Report that includes all notes for all accounts, which requires us to search through the report to highlight the notes for the IRA if the client has multiple accounts.

    10 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  13. Customize Personal Profile Form

    The personal profile form is a way to quickly gather information on a client or prospect before a meeting. It would be great if this was customizable. Half of the info I don't care about there are many things missing that would be great to have on the sheet.

    468 votes
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    40 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  14. beneficiaries

    Create a standard report that list all beneficiaries for all accounts and policies. Or, at at a minimum, enable the ability to create an export report that list all beneficiaries for all accounts and policies.

    57 votes
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    5 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  15. Add Clients by Region Mapping/Reporting

    When setting review appointments it would be great to be able to see an area map with pin points of clients addresses in order to make the most of traveling to certain areas.

    225 votes
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    20 comments  ·  Reports, Exports & PDFs  ·  Admin →
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