The all-new Performance Trend Report can be used with any client, whether they have one month or one hundred months of trading history, allowing you to offer actionable insight, each month, right across your client base.
As with all VFD Pro content, there is absolutely nothing you need to do to use the new report. The next time you sync a client’s data, the report will automatically appear amongst the other reports in the Enhanced Performance Reports section of your VFD Pro portal.
This report will provide you with the perfect opportunity to have meaningful communication with all your clients every month, without taking up any of your precious time.
If you would like to find out more about the Performance Trend report, or discover how VFD Pro makes advisory easy, Click here to book a time to talk alternatively, to experience everything VFD Pro does in practice.
We run a series of free to attend online workshops providing more guidance and help for anyone looking to add or strengthen their ‘Advisory’ services.