Transparency is key in any financial planning relationship. Clients expect timely updates about how their investments are doing. And not just once a year, but on a regular schedule to keep track of their goals and expectations.
However, as many advisers will admit, writing these valuations consistently (and neatly) can be a highly time-consuming task. And since it’s a background task, it always gets pushed down the to-do list when client meetings, admin, or compliance work is pending.
At Consenta, we offer client valuation services which make sure that you get clear, concise, and up-to-date analysis of your clients’ portfolios. Here’s how we help you keep your clients informed without falling behind.
Step 1: We start with clarity
Every month, once we know which valuations you need and for which clients, our team immediately gets to work. You don’t need to brief us on the same process every time, we quickly adapt to how you like things done.
Whether you follow a fixed review schedule or request reports ad hoc, we can effortlessly align with your preferences.
Step 2: Preparing the valuation pack
This is where the real work happens. We:
- Review the transaction history
- Analyse performance
- Disclose costs and charges clearly
- Flag anything unusual or worth noting
Then we compile it all into a valuation report that matches your preferred template. Our team personalises the reports down to the naming convention and formatting details. In other words, we would be delivering the exact output you’d have made yourself (just without your time sink).
So your clients get consistent, tailored reports, and your internal process stays untouched.
Even if you do not have a set process currently for preparing client valuation packs or client reviews, our team can help you set up one that best suits your practice and working style.
Step 3: Your files stay with you
No back-and-forth emails are required. Our process does not involve any downloading from third-party platforms or long email trails. Once the valuation report is complete, we will save the report directly to your server or digital filing system. Your files will be exactly where you need it, ready for your review.
You stay in control, and everything stays in your digital ecosystem.
Step 4: How do you prefer to send the reports to your clients
Once you’ve reviewed the valuation, you can then decide to either send it directly to the client, or let us take care of that for you. If you prefer, we can send it securely through your own system so that everything remains traceable and professional.
You decide how hands-on you want to be. We will adapt accordingly.
Why Insourcing Client Valuation matters
Client valuations may seem routine, but they’re one of the most visible pieces of communication you have with your clients. When they’re done well and delivered on time, they build long-lasting trust. When they’re late or full of errors, they quietly eat away at your credibility.
Insourcing this process to Consenta is about ensuring:
- Your reports are delivered consistently and on time
- Quality is never rushed
- You’re free to focus on planning, not paperwork
What you gain by this partnership
By handing off client valuations to Consenta, you gain:
- A scalable, reliable monthly process
- Seamless alignment with your internal workflows
- Fewer missed deadlines or last-minute scrambles
- More time to actually speak to clients, not just report to them
It’s a small shift that can make a big difference.
Want us to handle your client valuations & reviews next month?
Let’s chat about how we can plug into your current process. It involves no disruption and no learning curve, just back-office support that keeps running smoothly behind the scenes.
Ready to simplify your practice?
Contact us today to discuss how Consenta can support you.