Get All Your Clients' Platform Reports in One Go
Seeing 10 clients this week? With Platform Reports, you can now pull their investment platform reports, including reviews, valuations and performance reports, straight from Filenote AI in a single request.
Platform Reports joins Fact Find Sync and Pre-Meeting Agenda on Platform Connect, our Pro Plan capability that links Filenote AI to the platforms you already use. See what else is new in October.
| Plan | Pro Plan |
| Where to find it | Magic Studio / Platform Connect / Platform Reports |
| Platforms | 6 investment platforms, all in a single request |
| Clients | One client, or a batch of up to 10 |
| What you get | Each client's reports as PDFs in one ZIP, ready to download |
Platform Reports: Run the Whole Week's Reports at OncePRO PLAN
Select every client you're meeting this week, run one batch across all their platforms, and have their reports ready and waiting. Filenote AI pulls from every platform at once, so clients with investments on more than one platform are covered in the same run.
How it works: Choose Platform Reports in Magic Studio, pick a report pack, then select one client or a whole batch. Filenote AI creates a Task for each client, containing all their reports in one ZIP and a Run Report showing what was generated.
Where to find it: Magic Studio / Platform Connect / Platform Reports.
Set Up Once, Then Run It Anytime
Three one-time setup steps, then every batch is a single request.
| When | What to do | Guide |
|---|---|---|
| One-time setup | Import your clients. You only need each client's name, adviser and CRM ID. Anything else is optional. | Bulk Client Import |
| One-time setup | Connect your platforms in Settings / Platform Connect. | Platform Connect |
| One-time setup | Choose your report packs. Star a ready-made pack, like Annual Review or Valuation, or build your own. Set each report's format and date range once and it works every month. | Report Packs |
| Every time | Run it in Magic Studio. Select Platform Reports, choose one client or a whole batch, and Filenote AI pulls from every platform at once. | Platform Reports |
| ? Not on the Pro Plan yet? Upgrade anytime in Settings / Users & Billing, or book a demo and we'll show you how Platform Reports can work for you. Book a demo → |
| ✓ Good to know You choose what's included. You confirm each client's accounts before any reports are run, and can save them for next time. Every run is tracked. Each Task includes a Run Report showing which reports were generated and which need following up. Feedback welcome. Tell us which platform or report you'd like next by emailing support@blvsolutions.com. |
Related articles
- Platform Reports: Run Client Reports Across Investment Platforms
- Report Packs: Choose Your Reports and Report Dates
- Platform Connect: Add Investment Platforms
- Bulk Client Import from CRM
- New in October 2026: Three new features that connect to your CRM
| Need help? If you run into any issues or have questions, our support team is here to help. Email Support → |
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