Business reporting made easy

Get quick and easy access to the business data you need when you need it with Expand’s range of key business reports.

View reports on:

1) Funds under management (FUM)

Report any combination of FUM - by investment, product, fund manager or product and investment.

2) Advice fees charged

View total advice fees charged within a specific date range, by adviser and product.

3) Standing instructions

Extract detailed account information including balance, payment or withdrawal settings, and beneficiary nominations.

These reports complement our extensive range of client reports and provide direct access to customised data extracts with more than 80 search filters so you can access accurate data when you need it.

Business reporting can be accessed through the ‘Activity’ tab and your generated reports are extracted as CSV files for you to tailor as you require.

Access all reports from the ‘Recent reports’ section.