Advisor Opportunity Reports Discontinuation – Coming Soon

The Analytics platform allows you to sort, filter, and customize your data so you can take action on opportunities. And soon, you’ll have access to a more robust Analytics platform with improved data from the Advisor Opportunity Reports. Starting on September 18, we’re transitioning the data already available in your Advisor Opportunity Reports to Advisor Analytics so you can find meaningful insights all in one place.

*When the transition is complete later this year, the insights previously available in Advisor Opportunity Reports will be found in your Analytics platform.

The first wave of new charts, available on September 18, will include:

• Vesting & Expiring Options by Date
• Client Mortgages by Interest Rate
• Insurance Policy Anniversaries
• Top Clients by Assets Under Management
• Client by Net Worth

After the release of the new Basic Analytics charts, we will discontinue the corresponding Advisor Opportunity Reports on September 25. These will include:

• Age
• Vesting Options
• Expiring Options
• Mortgage Needs
• Product Anniversaries
• Assets Under Management
• Investable Assets
• Premiums Due

In addition, the following reports will be discontinued pending the release of the Insurance Policies by Client chart at a later date:

• Term Life Insurance
• Life Insurance Needs
• Long-Term Care Insurance Needs
• Disability Insurance Needs

These new charts expand upon the insights provided by the Advisor Opportunity Reports and will be available to all users on Basic Analytics, Advisor Analytics Pro, or Office Analytics.

Note: The remaining Advisor Opportunity Reports will be discontinued only after the new enhanced charts have been released.

Questions? Call us at 888-362-8482 or send us an email.