We are delighted to confirm that we have now introduced client names (Title, First Name, Surname) into reporting. These fields are now available in:
- Professional portal dashboard drill-downs, and
- Line-by-line reports
This enhancement provides improved data visibility for users, but also ensures access remains secure and controlled. To prevent unauthorised access, client names will only be visible in these reports if the user's role profile includes ‘Client enhanced scope.’
Please see the below links for more useful information on reporting:
- Reporting & Documentation – Söderberg & Partners Wealth Management