1. Overview
Periodic client reporting is a recurring, time-consuming task for wealth managers — assembling portfolio data, drafting the write-up, and dispatching on schedule. Unplex automates generation and dispatch directly from ERP data.
2. Procedure
A reporting workflow is configured with the required cadence — monthly, quarterly, or a custom schedule — per client segment or individually.
At the scheduled time, Unplex retrieves the relevant portfolio, performance, and activity data directly from the ERP (Vertec, Assetmax).
The report is generated in the firm's template and formatting, with commentary drafted from the underlying data.
Reports are routed for advisor review before sending, or sent automatically for standardized report types already validated.
3. Configurable Parameters
Template and branding: selected per client segment.
Review step: a human review before dispatch can be required or waived per report type.
Delivery channel: email, client portal, or both.
4. Data Handling
Report generation reads directly from the ERP and writes the sent report back as a logged activity; no intermediate export of client portfolio data to a separate reporting tool occurs.
5. Setup
Reporting workflows are configured per workspace together with the Unplex account team, to align the template and data mapping with the firm's existing reports before going live.
Note: for ad-hoc, trade-specific client-facing rationales rather than periodic reports, see How to Review Documents with Unplex, Section 4.1.