Forum Discussion

Visiting Enthusiast

3 months ago

Tracking Client Progress

How do you track clients progress over time? We sometimes put together a report showing the balance, withdrawals and contributions each year. This helps to show how the clients portfolio grows over...

Exploring Newcomer

Thanks Andrew. Will have a research and make sure i understand. Sounds interesting.

andrew.wilson

Iress Contributor

2 months ago

luke.watson3 I hope you find a suitable solution. If you have any questions please add them to this thread and I will respond.

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Tracking Client Progress

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A faster way to keep track of APRA's red flags

AMA: I'm Jess Lamb, Xplan expert and Director at Practice Dynamix, Ask Me Anything!

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