When working on a specific client, you can now pick which period you want to see Profitability insights for.
To support clients you meet on a quarterly basis, you can also switch to a quarterly period instead of the default monthly period. This option is available for all of your clients.
Both options are also available in Aider’s ‘Report Pack’ beta features.
How does it work?
In the client’s ‘Profitability’’ tab, use the Profitability Period Selector to pick the monthly or quarterly option, and which specific period you want to see.
All five Profitability insights will be updated automatically to match your selection so you can get a holistic view of the client’s profitability performance.
You can easily generate a performance report for the selected.period by clicking on the ‘Report Beta’ button on the Profitability Period Selector. In the pop-up window, you can change the period again, and/or change what insights to include and what graph elements to show - e.g. hide YTD lines.
What benefits do these enhancements have for advisors?
Be able to support clients on different service levels or whom you meet at a different frequency.