Report Writer is a recognised, market leading solution for the efficient production of compliant client reports and suitability letters. Versus traditional methods Report Writer is approximately six times faster. In other words a traditionally produced report taking 2 hours would be completed in 20 minutes with Report Writer.
Integrated with Microsoft® Word, the Report Writer Module enables the user to generate 95% complete client reports in minutes using a hierarchical structure of standard documents together with dynamic data tags which automatically insert data from client records to provide a relevant and personalised report.
For years Report Writer has been meeting the needs of larger organisations, such as Zurich and Lighthouse Carrwood, where it meets the need to deliver measurable adviser efficiencies while at the same time maintaining central control over content.
Key features include: