Automated Reporting

Many financial advisors are so busy running their practices that they can never afford to take the time to analyze their own business practices. A periodic self-analysis helps to ensure that both your short-term and long-term goals are being met and identify the areas that need attention.

The IPG Virtual Office Sales Analysis Report automatically extracts information from various databases to help you optimize your practice. The reports include an analysis of all assets in and out, a breakdown of assets by plan, age groups, and so on, and an annual breakdown of compensation.