You asked and we delivered. The Aider Report Pack is now more customisable than ever. You can now…
Tweak the report content and save your changes as new templates.
Add and delete pages and content.
Add useful details with the AI Report Assistant.
Include automatically updated data and AI assisted content in your customised templates.
Create multiple templates to meet your clients’ diverse needs.
What benefits does it have for advisors?
More control to deliver the reports that your clients need You know your clients the best. Perfect and customise the content just the way you need it.
Easily and quickly create impactful reports at scale Multiple dynamic templates speed up report generation for diverse client needs.
How does it work?
Customize the Performance Report (Aider Default) template
Add or delete pages
Add or delete content such as rich text blocks, graphs, data table of graph data
Format rich text content with headings, lists, etc.
Control what dynamic data to include - these are updated automatically and shown as pill-shaped tags in the preview.
Use the AI Report Assistant to help you rewrite static text and generic advice eloquently.
Automate the addition of relevant details - e.g. top 5 Operating Expenses - with custom AI prompt (instruction) that you can save to your template.
Save your changes as a new custom template. You can then...
Quickly create more templates by tweaking any existing one and save as a new template.
Choose the appropriate template when generating reports for a client.
You can create templates for clients in different industries, new businesses with no historical data, etc. to speed up generation of custom reports for diverse needs.
We’re not done improving…
Our team is still working hard to help you easily create impactful advisory reports that your client will find useful. Watch out for more report customization and automation enhancements to come!
