Advisor Report

Exporting an advisor report is available on Professional and Enterprise plans only. More information on our plans can be found here.

Big fan of reports? Same here! To gain more information on the advisors on your account, head on over to Advisors > Export to download a .CSV file with stats for all your advisors -- both active and deleted.

The report includes the following data points:

  • Email
  • First Name
  • Last Name
  • Advisor ID (default attribute)
  • Firm Name
  • Created Date
  • Cancelled Date
  • # of Clients
  • # of Active Subscriptions
  • # of Active Monthly Subscriptions
  • # of Active Quarterly Subscriptions
  • # of Active Semi-Annual Subscriptions
  • # of Transactions Processed To Date
  • Total Revenue
  • YTD Revenue
  • Tags (protected attributes will not be displayed)

Account Owners, Full-Access advisors, and Admin/Analyst users can access this download!

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