We are thrilled to announce that a brand-new self-serve reporting solution is on the horizon! Starting the week of August 12, 2024, the Advisor Service Fee Invoice report will be the first report available to you through the Advisor Centre. As we continue to fine-tune the new tool, additional reports will be made available to you. Stay tuned via the weekly The 360 Newsletter for updates.
What to expect
Similar to how you were able to generate reports under the Univeris “Options” tab, you will be able to select the filters appropriate to your requirements and generate the report. Please review screenshots below for more information.
Step 1: The self-serve tool will be accessible via a new button called “Reports” available on the Investia Advisor Centre tool bar:
Step 2: Once you have clicked on the “Reports” button, you will be taken to the report generation page where you can apply the following filters: