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Portfolio return and Investment performance reports in CSV format

We’re making it easier for you to provide information to your clients with our Portfolio return and Investment performance reports available in CSV format from 28 February.

We know that the Portfolio return and Investment performance reports are important tools you use when discussing performance with your clients, but you’ve been limited by them only being available in PDF format.

We’ve heard your feedback that it would be easier for you to export the information from these reports into other documents you provide to clients if they were available in CSV format.

So from 28 February, we’re making the Portfolio return and Investment performance reports available in CSV format from the FirstWrap platform.

The Performance report will remain available as a PDF.

How do I download the Portfolio return and Investment performance reports in CSV format?

You’ll be able to select between PDF or Excel format when generating a Portfolio Return report or Investment Performance report on the FirstWrap platform. The steps remain the same as before, with the additional option to choose CSV. 

Portfolio return report

Investment performance report

Will my clients have access to these reports?

No, clients don’t currently have the ability to download the Portfolio return or investment performance reports.

Want to know more?

If you'd like to find out more about the WIP tracker or have any questions, please contact your local Business Development team, call us on 1300 769 619, 8am to 7pm, Monday to Friday, Melbourne time or email us.

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