[Account Owner] Advisor Report

Big fan of reports? Same here! To gain more information on the advisors on your account, head on over to Advisors > Export to download an Excel 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
  • 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 (a protected attribute will not be displayed)

Account Owners and Firm Admin/Analyst users can access this download!

Looking for more report options?

We have you covered! Check out the following exports:

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