Introducing… a simple, flexible ex-post report
Some more enhancements to tell you about on Fundment: you can now generate ex-post costs and charges documents across all a client’s accounts covering any 12-month period.
Get them as PDFs or, if you want the numbers only, as Excel documents.
We have made this change for one simple reason: we understand it’s better for you to have complete control over when and how you run your ex-post for your clients.
It’s easy to use too. Once you’ve selected a client, navigate to the ‘Reports’ tab/menu option and select the ‘Ex Post Charges’ report. Choose a set reporting period or enter any fixed 12-month period to generate a PDF or Excel breakdown of a client’s ex-post costs and charges for all the accounts they hold on the platform.
The new ex-post report is live. Additionally, reports for the previous tax year and previous calendar year, together with the account statements for Q4 2022, are now available on the platform.
Should you have any questions or wish to learn more about our ex-post reporting functionality, please get in touch with support@fundment.com
This content is for financial advice professionals only.
