Online reporting
At MLC we understand that providing reports to your clients is an essential part of your business process and compliments the service you aim to deliver.
The MLC website supports you with one of the most sophisticated and comprehensive reporting functions available today. Its consolidated reports include MLC's full product offering, allowing you to cover a broad range of client needs.
You can download quick reference material and single comprehensive tailored reporting that show you where your business lies in MLC, helping you to ensure you're on track with business targets, all of this at an individual, group or total client level.
With the wealth of research, market and educational material, combined with the reporting functionality, the MLC website is a comprehensive office administration tool that gives you the options and flexibility you need to run your business smoothly.
The key areas of reporting functionality we've developed to suit your needs are:
| Your needs | MLC solution |
|---|---|
| As the clients servicing adviser, I want to search the database for their account details, and prepare reports that help me service them. | My Clients |
| Access to view SuperEzy clients contribution details that have been contributed 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 overnight, 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 |
| A central location to access reports run on the MLC website as well as convenient storage for the short term if required | Retrieval 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 |
To find out more about MLC's online capability speak to your MLC Representative or call MLC on 133 652.
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