Improvements to client reporting on the Aviva Platform

28 Jan 2025

Based on your valuable feedback, we’re pleased to say that we’ve implemented several changes to the client reporting function on the Aviva Platform. 

Key Takeaways

  • Increased Date Ranges
    Ability to run longer reporting periods, with the majority being able to go back to inception
  • Improved View of your Clients Investments
    Includes both aggregated performance and the performance of the constituent holdings, including models
  • More Sub-Accounts Per Report
    Retrieve information for up to ten sub-accounts in a single report, providing a more comprehensive view of your client's investments
  • Customisable Report Builder
    Create tailored client reports helping you get the right report for your client

 For more information on all the changes applied, see our Client Report User Guide.

Additional Resources

FAQ's
Client Report User Guide


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