From capital gains tax reports to current valuations, the client reports generated from our suit are ready-to-use for client meetings, to export or download.
- Portfolio breakdowns, performance reporting, both discrete and cumulative
- Fund performance
- Monthly statements, quarterly reports and waterfall reports
- Monthly statements, quarterly and waterfall PDF reports
As part of the holistic financial advice process, our adviser reporting modules track all client monetary movement in and out of the platform.
- Contributions and Withdrawals
- Recent trades
- Uninvested cash
- Current holdings
The business management reporting suite enables you to manage your clients as effectively and efficiently as possible.
- Advice fees and remuneration
- ISA subscriptions
- E-signature reports
- Incomplete applications
- Investments requiring approval
Our fee structure
Up to £1,500,000
Between £1,500,000 and £2,000,000
- Tavistock ISA/JISA
- Tavistock GIA
- Crystallisation event for SIPP
- Investing in funds, OEICS and Unit Trusts
Tavistock SIPP (accumulation)
£67+ VAT per annum
Tavistock SIPP (decumulation)
£177+ VAT per annum
Investing directly into equities or ETFs
0.035% (capped at £3.50)
Login to The Platform
Login today and manage all your clients investments in one place. If you would like to join the platform, please contact us with your interest below.