A New and Improved Way to Build Reports

Upcoming Webinar

October 31 | 9 a.m. PT | 12 p.m. ET

We’re excited to introduce a faster, more intuitive way to build reports inside Wealth.com. This 30-minute product session, hosted by Charlotte Young, will walk you through enhancements designed to make reporting more efficient and insightful for your firm.

We’ve enhanced the reporting experience to make it faster and more intuitive. The updated workflow allows you to move seamlessly from document extraction to client-ready reports, helping you create comprehensive deliverables in less time and with greater ease.

You’ll get an inside look at the new Report Builder, which brings all of your client reporting together in one place, including: executive summaries from Ester®, decision makers, educational slides and more that make it easier to deliver comprehensive insights to your clients.

We’ll also cover the updates to Ester®, including improved extractions, easier access to outputs, and a streamlined flow for creating polished, client-facing materials.

This live session will end with a Q+A to answer your questions and help you get the most from these updates.

What You’ll Learn: