The Mappings have been adjusted on the template based on the recent changes in the customization and additional data points that better reflect the client-oriented details.
The initial summary about client has been adjusted into smaller tables of personal, financial and business/professional details, to give a quick summary about the client.
The continuing financial records have been further combined in order to reflect the financial position of both primary and Secondary investor, which is represented in Cash Flow and Balance Sheet.
These financial records are the sole of this report which outlines the current financial position of the client and enables the advisor for better advisory.
Furthermore, the second part of the report is the Risk profile of the client and the recommendation created based on the financial standing.
It now has the option to include more than 1 recommendation, which will enable the client to choose for better plans that suits his future goals instead of sending out different reports.
