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[1300 664 665](tel:1300664665)[hello@umlautsolutions.com](mailto:hello@umlautsolutions.com)

[![Umlaut Wealth Solutions logo](/umlaut-logo.png)](/)

[About](/about)[Services](/services)

-   Resources

[Contact](/contact)

[Book a Consultation](/contact)

# Engaging Client Portfolio Reporting

Beacon gives your clients a modern, interactive reporting experience with portfolio data, performance information, and key metrics.

[Back to Services](/services)![Beacon service logo](/lovable-uploads/add207d0-0835-4f1a-ab03-719c1c5a3913.png)

## Benefits

### Clarity and Professionalism

Turn complex data into simple, visually engaging dashboards that clients can easily interpret. This enhances their understanding of their portfolio while positioning your business as transparent and professional.

### Tailored Insights

Configure dashboards to focus on the metrics and portfolio details most relevant to your clients. Provide a personalised experience within a consistent framework that builds engagement without overwhelming them.

### Streamlined Experience

Beacon pulls live data directly from Xplan, eliminating the need for manual report preparation. This seamless integration saves hours of work, reduces errors, and delivers always-current information to your clients.

Beacon transforms client portfolio reporting into an engaging, interactive experience.

By pulling live data from Xplan and presenting it through visually rich BI dashboards, Beacon eliminates the need for static reports and manual updates. Clients gain easy access to clear, branded, and tailored portfolio insights—while you save time and reduce reporting errors.

With flexible configuration, Beacon lets you highlight the metrics that matter most to your clients, ensuring every interaction reinforces trust and professionalism.

## Key Reporting Areas

-   Executive Scorecards icon 
    
    ### Executive Scorecards
    
    High-level performance dashboards showing key metrics, trends, and business health indicators for leadership teams.
    
-   Adviser Performance Tracking icon 
    
    ### Adviser Performance Tracking
    
    Individual and team productivity metrics, pipeline visibility, and goal tracking to drive performance and accountability.
    
-   Operations Workflow Monitoring icon 
    
    ### Operations Workflow Monitoring
    
    Real-time visibility into operational processes, bottlenecks, and workflow efficiency across your organisation.
    
-   Client Service Metrics icon 
    
    ### Client Service Metrics
    
    Track client satisfaction, service delivery times, and experience metrics to continuously improve your client offering.
    

Ready to see Beacon in Action?

[Contact Us](/contact)

## Frequently Asked Questions

Common questions about our reporting portal and performance dashboards.

### What data sources can be integrated into the portal? + – 

### How often is the dashboard data updated? + – 

### Can the dashboard be customised for different user roles? + – 

### What's included in the implementation process? + – 

![Umlaut Wealth Solutions](/lovable-uploads/48e466c3-6d30-40d0-8167-85a5bf095cc0.png)

Umlaut Wealth Solutions are specialists helping advice businesses get the most out of Xplan across Australia, New Zealand, and the UK.

## Quick Links

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-   [Ebooks](/resources/ebooks)
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![ISO 27001 Certified](/lovable-uploads/a3a9df20-c3b3-4cc8-a059-2400491a0dbb.png)

## Get in touch

Ready to modernise your advice operations? Book a consultation with our team.

[Contact us](/contact)

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