The quarterly position an adviser sends

An adviser with forty clients does not build forty reports each quarter. A schedule names the documents, the cadence and the recipients. Each run works out the documents from the client's records that day. It renders each one as its own PDF and sends them behind one secure link. The Reports sent page shows what went, when, and whether a document was left out.

One PDF per document

A sent report can hold one document or several, such as the position, the current cashflow, the review and the retirement projection. Each is its own PDF, with its own cover and contents.

A document that could not be worked out is not attached. The client's page lists it as Not sent, with the record it needs. So the page names each missing document.

The schedule

Each client has one schedule. It has a name, a cadence, a first run date, the document set, the recipients and the days each link works. The cadence is monthly, quarterly, half-yearly, yearly or by financial year. The recipients come from the client's saved contacts.

The run history under the schedule shows the date each run was due and its outcome: Sent, Not sent or Failed. A run that can make no document reads Not sent. It names the records it needed and keeps the schedule's cadence.

What the client receives

The client gets an email with the adviser's message, the document list and a link that works for the access period. The link opens a page listing the documents, each with its own Download PDF. The client needs no account or sign-in. When access ends, the page says so and offers Ask for a new link.

Before the first run

Records that need a newer figure, or are missing, show on the client's setup page as what to refresh. An information request can ask the client for them.

If they are fixed before the first run, that run can send the documents. Otherwise it names the records they need.