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STEP 9 OF 9

Generate
Reports

Create professional, branded financial planning reports — choose from templates, customise sections, and export as PDF or HTML.

Professional reports in minutes
1

Choose a
Template

Start with one of 5 professional templates — from a quick executive summary to a comprehensive annual review.

  • 5 professional templates
  • 22 report sections available
  • Customise what's included
Report Builder
Select Template
📋
Executive Summary
Key findings only
📊
Full Financial Plan
Comprehensive review
🏖️
Retirement Focus
Pension & drawdown
📅
Annual Review
Year-on-year comparison
2

Customise
Sections

Toggle sections on or off — include only what's relevant. Drag to reorder. Your report, your way.

  • Toggle sections on/off
  • Drag to reorder
  • Add custom notes
Report Sections
☰
Executive Summary
☰
Net Worth Statement
☰
Cash Flow Projections
☰
Tax Analysis
☰
Scenario Comparison
3

Export &
Share

Generate your report as a branded PDF, interactive HTML, or Excel data export. Your company logo and colours appear throughout.

  • Branded PDF with your logo
  • Interactive HTML reports
  • Excel data exports
Export Report
Report Ready
Williams Family — Full Financial Plan
PDF
HTML
Excel
✓ Branded with your firm's logo & colours

Journey Complete!

You've seen the entire Wealth365 planning process from start to finish. Time to create your first plan!

9
Steps covered
22
Report sections
5
Templates