Extensive Reports
Reports That Drive Better Decisions
IFAWise turns your clients’ portfolio and transaction data into clear, ready-to-share reports — for investors who want clarity, and for advisors who need to run their business with confidence.
Reports for Investors
- Portfolio Statements – Clear, consolidated statements showing holdings, valuations, returns and asset allocation.
- Capital Gain Statements – Realized short-term and long-term capital gains on mutual fund redemptions, ready for tax filing.
- Capital Gain Estimation – Estimate the capital gains and tax impact of a redemption or switch before it is placed.
- Family View – One combined view and report across all members of a family.
Reports for Your Business
- Quick Business Dashboard – Track AUM, business growth and key metrics at a glance.
- Brokerage Reconciliation – Match brokerage received against expected brokerage and spot gaps quickly.
- AUM Reconciliation – Keep AUM aligned across AMC, RTA and internal records.
Effortless Delivery
- Bulk Report Sending – Email statements to many clients in one go, branded with your identity.
- Email and WhatsApp Reminders – Keep clients informed and engaged with timely, automated reminders.
