Comprehensive Reporting Solutions for Advisers

This document is a guide detailing various reporting solutions provided to advisers for client interactions. It outlines a range of reports available for advisers, including tools for fund research, model portfolio evaluation, and editable client reports. Each report serves specific functions, such as comparing multiple fund universes, evaluating client portfolios against model portfolios, and generating tailored client reports in Word format. The guide also describes additional functionalities like asset analysis, investment portfolio summaries, and performance reviews, which help advisers assess portfolio performance and manage client investments effectively. Furthermore, it includes details on cash management, adviser charges, and compliance with regulations like MiFID II. The document emphasizes the transition from Novia to Wealthtime, ensuring that advisers are aware of branding changes while maintaining access to essential reporting tools.