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’s 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+ 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:
$600/month
$2,500-$4,000 (one-time)
1-2 advisors, <100 clients
What’s Included:
Automated monthly client reports, personalised per client: portfolio summary, key metrics, and performance vs benchmark
Branded report template designed to your specifications
Automated delivery direct to client inboxes, on schedule, every month
Fully managed infrastructure, ClearView manages the technical setup and data connections
Ongoing maintenance included, if your source platforms change, ClearView updates the pipeline without disruption
Process of Engagement
-
ClearView maps your existing systems (your CRM, portfolio platform, or mortgage management software), and builds an automated extraction pipeline. Your data flows in on schedule, every time.
-
A branded, personalised report template is designed for your practice. This can provide portfolio summaries, key metrics, performance against benchmarks; formatted exactly how you want your clients to see it.
-
Every day/week/month, the pipeline runs. Reports are generated per client, exported/saved, and delivered to their inbox automatically. No manual steps. No bottlenecks. No forgotten sends.
-
ClearView maintains 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
$3,500-$6,000 (one-time)
3-6 advisors, 100-500 clients
What’s Included:
Everything in Essentials, plus:
Segmented report design: custom layouts and content variations tailored to your brand and different client types
Multi-advisor personalisation. Every report is automatically attributed to the correct adviser, so each client’s report feels personal.
3 hours/month of included advisory time for report development and ongoing optimisation.
Advanced
For large firms with complex reporting requirements, or multi-entity structures.
Monthly Fee:
Setup Fee:
Target Size:
$2,500/month
$7,000-$12,000+ (one-time)
7+ advisors, 500+ clients
What’s Included:
Everything in Growth, plus:
Multi-entity and multi-portfolio reporting. Complex firm and client structures handled natively, across multiple entities, portfolios or business lines
Automated follow-up workflows (e.g., intelligent actions triggered by report delivery, including personalised advisor follow-up prompts, task creation, and client-specific alerts based on report content)
Priority support with a dedicated monthly strategic review assessing reporting performance, optimisation and development opportunities