MANAGED INSIGHTS
A two-page portfolio report for every client, prepared for you each month
FromAED 4,000a month plus AED 60 per client portfolio, plus VAT where it applies
Book a demoExample, not live data
Each month
- Day 1DraftEach client report is prepared from the month's estimates.
- Day 6ReadyReports reach your back end, figures locked, ready for your commentary.
- Day 15Principal noteYou see what was sent, opened and acted on, by agent.
Book a demo
Thirty minutes on your own client book. We will be in touch to arrange a time.