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.
ADVISER USE ONLY
This information has been prepared by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) based on its understanding of current regulatory requirements and laws as at January 2022. AIL is the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 which includes FirstWrap Plus Super and Pension, and is the operator of The Avanteos Wrap Account Service which includes FirstWrap Plus Investments. The investment performance and the repayment of capital of AIL products is not guaranteed.
While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including AIL, nor any related parties, their employees or directors, accepts responsibility for any loss suffered by any person arising from reliance on this information. This document contains general information strictly for adviser use only and is not to be handed to any investor. It does not take into account any person’s individual objectives, financial situation, needs or taxation circumstances. You should read the relevant Product Disclosure Statement (PDS) or Investor Directed Portfolio Service Guide (IDPS Guide) before making any recommendations. Investors should read the relevant PDS or IDPS Guide before making an investment decision and consider talking to a financial adviser. Investors can obtain FirstWrap PDSs and IDPS Guides from their adviser or firstwrap.com.au.
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