Advisor Report

Exporting an advisor report is available on Professional and Enterprise plans only to the Account Owner. 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
Status (Unregistered/Registered)
Advisor ID
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!