The Problem

Automated Client Reporting

You’re spending hours collating reports which should take minutes. It’s the same process every time, data is downloaded, pasted into Excel templates, formatted, exported and emailed out; one by one.

This process works, but it is pure admin, not advice, the relationship or the judgement your clients pay you for.

As your client base grows, so too does your admin, however with the right infrastructure, this should run automatically in the background.

Who is this for?

Mortgage Brokers

You're managing 100–400 client relationships and producing monthly rate and portfolio updates by hand. ClearView automates the full reporting cycle — extraction, formatting, personalisation, and delivery — so your team can focus on conversations, not spreadsheets.

Financial Advisers

Your clients expect a professional monthly touchpoint. You have the data in your investment platform; ClearView builds the infrastructure that turns it into a branded, personalised report in every client's inbox, on schedule, every month.

Accounting Firms

You service dozens of small business clients who rarely see their numbers in a format they can act on. ClearView gives you an automated reporting arm — turning your clients' Xero data into clear monthly summaries that position you as the adviser who keeps them informed.

Packages & Pricing

Essentials

For solo operators and small practices just getting started with automated reporting.

Monthly Fee:

Setup Fee:

Target Size:

$850/month

$3,000-$5,000 (one-time)

1-2 advisors, <100 clients

Whats Included:

  • Standard automated monthly client report: portfolio summary, key metrics, and performance vs benchmark

  • Branded report template built to your specifications

  • Automated delivery to client inboxes each month

  • ClearView-managed data pipeline and workspace

  • Format maintenance — we handle updates when your source systems change

Process of Engagement

  • We map your existing systems — your CRM, portfolio platform, or mortgage management software — and build an automated extraction pipeline. Your data flows in on schedule, every time.

  • We design a branded, personalised report template for your practice — portfolio summary, key metrics, performance against benchmark — formatted exactly how you want your clients to see it.

  • Every day/week/month, the pipeline runs. Reports are generated per client, exported, and delivered to their inbox automatically. No manual steps. No bottlenecks. No forgotten sends.

  • ClearView will maintain the infrastructure ensuring reliable, stable and secure delivery.

Growth

For growing practices with multiple advisors and a larger, more complex client base.

Monthly Fee:

Setup Fee:

Target Size:

$1,250/month

$3,000-$7,000 (one-time)

3-6 advisors, 100-500 clients

Whats Included:

  • Everything in Essentials, plus:

  • Custom report design tailored to your brand and client segments

  • Multi-advisor personalisation — reports attributed to the correct adviser per client

  • Client portal access — clients can log in to view current and historical reports

  • Full Power Automate delivery suite

  • Capped monthly advisory time for report review and optimisation

Advanced

For large firms with complex reporting requirements, or multi-entity structures.

Monthly Fee:

Setup Fee:

Target Size:

$2,000/month

$7,000-$12,000+ (one-time)

7+ advisors, 500+ clients

Whats Included:

  • Everything in Growth, plus:

  • Multi-entity and multi-portfolio reporting

  • Regulatory compliance report templates

  • Branded client portal with your firm's identity

  • Automated follow-up workflows (e.g., action prompts triggered by report delivery)

  • Priority support and monthly strategic review