MLC
Reporting
Upgrading your reporting experience
Our online reports are now more professional, detailed and easy to customise so you can prepare for your client portfolio reviews in minutes.
When you use MLC Online reporting, you get:
- 15 clear, functional and relevant reports
- a consistent and professional report presentation
- all your clients key details in one place through the Portfolio snapshot report
- the flexibility to choose individual portfolios or products
- the option to schedule reports to run at a future date
- the ability to see details of closed accounts
- your reports in pdf format
- more customisation options.
How you access the reports you need
| Your needs | MLC solution |
|---|---|
| I want to search the database for my clients account details, and prepare reports that help me service them. | My Clients |
| I want access to view details of MLC SuperEzy clients contribution details that have been paid by employers. | My SuperEzy Clients |
| I want to be able to segment my client base to prepare reporting on their needs. I also want to run group client summaries or run batch group portfolio review reports saving me administration time. | My Group Clients |
| I want to see the status of my client requests to MLC and my Online Applications submissions, alerting me to whether any further action is required on my behalf. | My Work Tracker |
| I would like to review the segmentation of my business based on FUM, premiums paid and client base. | My Business Reports |
| I want a central location to access reports run on the MLC website, see how long they'll be available for and how many unread reports I have. | My Report Centre |
| I want assistance with the administration of my Self Managed Super Funds and to assist with the preparation of annual reporting. I will need to transfer transaction information to assist with this. | BGL simple funds - data downloads |