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...

Advisely Team

3 months ago

Thanks so much martin.joughin for sharing this question. I look forward to hearing any insights the community may be able to share on this topic, and I will have an ask internally too!