Client reporting
Build a report from reviewed data and assumptions
This page shows how an advisor can turn document data, estimates, and review notes into a structured client deliverable with visible assumptions and disclaimers.
Estimates and illustrations are computed using published CRA and Revenu Québec rules and parameters (2026). · Last updated 2026-06-18
Example scenario
An advisor has finished a discovery meeting and wants a concise report covering net worth, estimated retirement gaps, federal and Québec tax figures, insurance observations, and the next steps to document.
Workflow steps
- Select the client sections to include in the report.
- Review the assumptions, notes, charts, and AI-assisted observations.
- Generate a client-ready report with visible assumptions and advisor disclaimers.
Expected outcome
The client receives a polished summary with visible assumptions, source figures, and documented next steps the advisor has validated.
FAQ
Are reports automatic?
No. They are assembled from reviewed data with visible assumptions; the advisor validates every figure before delivery and remains responsible for it.
Can a report combine multiple areas of the file?
Yes. The report draws on cross-app client context so document data, tax estimates, and insurance observations appear in one deliverable.
Related resources
This resource belongs to the Financial document analysis group. Compare the neighbouring resources:
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Prepare this workflow in AssureConcept
Use the secure application for real client files, reviewed documents, and advisor-ready reports.