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Insight Reports is a complete investment
portfolio reporting service. By using state
of the art technology we are able to provide
consolidated reporting on ASX Listed
Securities, Managed Funds, Unlisted
Investments, Fixed Interest, Artwork, Direct
Property, SMA's, Structured Products, Cash
Accounts and more......
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Australia's leading Professional Advisers have been searching for an affordable solution
that allows their client to invest in sophisticated investment opportunities across diverse
sectors and have all of their investment portfolio details in one report.
We have the solution!
Both advisers and clients have online access to their reports 24 hrs / 7 days / week.
For a quick video demonstration of what we can do for you, click on the 'Tutorial Demo'
button on the left hand side of this page.
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Free 'Demo Access' is available by clicking
on the 'Demo Access' button on the left side
of this page. A help brochure is also
available below the login to assist if
required.
If you would like to hear more about the
services we can provide please contact us
on 1300 551 479 or email us on
contactus@insightreports.com.au
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News
New ! Integration with COIN office
We are pleased to announce that Insight Reports now interfaces with Coin's financial planning software!
Incomplete tax parcel infromation
If you are unsure of the cost information for some of your clients tax parcels, you can now specify to have these parcels as a ‘No Cost Adjustment'.
Insight Reports now Mac compatible
We are pleased to announce that the main menu in Insight Reports was updated to be compatible for those that use:
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