📋 Client Reporting

Client Reporting Tools

Report generation, valuations, goals-based planning outputs and client self-service tools. Select a tool below.

Annual Review Report Builder

Generate client-ready annual review reports with portfolio analysis, goals tracking, benchmark comparison and risk mapping. Pre-loaded with the Mitchell Family demo data.

Tax Self-Assessment Helper

A guided step-by-step tool for clients completing their 2024/25 Self Assessment return. Covers employment, pensions, SJP investment income, property, capital gains and deductions — with SA form box references throughout.

Search clients, complete KYC verification, review vulnerability flags and prepare meeting agendas. Integrates with the Report Builder via client handoff.

Product Reporting Reference

Full SJP product catalogue with reporting details — what each report covers, who each product is for, and the tax treatment for each wrapper.