There are several reporting options available that enable you to run and download reports across your clients’ accounts.
Today you can access reporting using both Adviser Online and Wrap Online. Over time, Adviser Online will become the single platform where you can access all your clients’ reporting in one place. We’re transitioning to Adviser Online gradually, rebuilding and enhancing the reporting capabilities you currently enjoy, and we’ll make sure every reporting component is available in Adviser Online before we remove them from Wrap Online.
Currently, once logged into Adviser Online, you have the following options to run reports:
Option 1: Report Builder
- Log into Adviser Online
- Find a client account for which you want to run a report pack
- Select the client account using the global search bar or side navigation
- Select the Report Builder tab
- Select the reports you want to include in the report pack on the Reports tile
- Select your preferred date range and format options for each report
- Click the Download button
Option 2: Wrap Online via Quick Links
- Log into Adviser Online
- From the global search bar, select Accounts from the drop-down menu
- Search for your client’s Wrap account number or name
- Select for your client’s Wrap account
- Click the Quick Links drop-down menu
- Select Reporting in the Quick Links drop-down menu
Option 3: Wrap Online via side navigation
- Log into Adviser Online
- From the side navigation, hover over Reporting and select Client & adviser reporting.