by Carolyn Rothwell on March 15, 2012

Management Reports - A New Feature in Silver Online


Have you tried out the newest feature in Silver Online?  Management reports allow a manager or advisor quickly view activity and total clients, assets, liabilities and insurance, grouped by advisor or manager.

Three types of management reports are now available:

1. Activity Report – Displays Silver Online activity for the period selected.  The Activity Report will list the number of total clients, newly created clients, scenarios modified, reports and "What-If?" calculations generated.

ActivityReport2. Advisor Summary – Displays the advisor's total clients, assets, qualified assets,
non-qualified assets, liabilities and insurance.Advisor Summary3. Advisor Detail  - Displays a list of the advisor's clients, including each client’s qualified assets, non-qualified assets, liabilities and insurance.   

Advisor Detail

For management reporting, management groups can be created.  Advisors can be
set as managers of a group.  Any advisors not set as managers are available to
be included under the management groups.  Management reports can be run for each
manager, which includes any advisors that are part of that managers group, or for
individual advisors.

Current users, log in here to try this new feature today. login
Not a current user of Silver Online? Sign up for a free trial and make sure to view the new management report feature! Click me

 

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Carolyn Rothwell

Carolyn enjoys spending her time building Money Tree Software's brand and products. Her experience creating and delivering financial plans for a full-service financial planning firm and supporting advisors working to provide the best planning to their clients as a Money Tree support member has provided an excellent understanding of the importance of financial planning.