Report Types in Prospera

Report Types in Prospera

 Prospera has a wide range of reports providing information that can be used to assist the client to understand the strategic advice.

The reports are divided into Strategy Reports and Track to Plan reports.  Strategy Reports are further divided into "Single Scenario" reports and "Comparison" Reports.  

Single Scenario Reports provide data about the current scenario being investigated.   They are accessed from the 'Results & Reports' tab from the left-hand menu.    




Comparison Reports allow advisers to compare scenario results side-by-side. 

  • The Prospera Report compares two scenarios in a very client-friendly graphical and numerical format, comparing results in key areas of financial importance.  (See example below)
  • The Strategy Comparison Reports compare up to four scenarios, in a number of different report types, in either numerical or graphical format, comparing results at key time intervals during the life of the plan.
*  Standard Report   (results at 5 years, 10 years, retirement and model end)
*  Phase KPI Report    (results at points when client situation changes phase to consolidation to retirement, and model end)
*  Covering Expenses in Retirement   
    (graphical display showing how the client's retirement lifestyle funding will be met each year, from each source) 
*  Compare TTR   
  • The Credit Report has been designed for use by Authorised Credit Representatives to assist with meeting Responsible Lending obligations.  The Credit Report is a written preliminary assessment that the proposed credit contract is not unsuitable for the consumer.  
All of the Comparison Reports mentioned above are accessed from the 'Comparison Reports' tab from the left-hand menu.



The Prospera Report has been designed to show clients the benefits of your advice.   
The report compares their current situation against what they could achieve if they implement the adviser's recommendations. 
A snapshot of the overview page of this report is included below:


The Strategy Comparison Report has been designed to show a comparison of four reports, to show a number of strategy options, and the associated outcomes.  A snapshot of each report is included below:
*  Standard Report  and Phase KPI Report

*  Covering Expenses in Retirement   




    • Related Articles

    • v5.1 (Sept 2016) - New Report Layouts, Faster Calculations

      Version V5.1.000 is due for release the Week Beginning 26-Sep-16. The Key Features of this release include New Prospera Report (Takes the place of the old Prospera Report). Faster calculation times Improved report layouts Fix for 6-Month review ...

    • Logging in to Prospera

      Logging in to Prospera To log in to Prospera, browse to https://www.prospera.com.au/freedom. In place of the "www" above, you should insert the name of your dealer group, (eg. Matrix, ClearView, or Demo), as advised. When you open the adviser page ...

    • Strategy Comparison Reports

      Comparison Reports allow advisers to compare scenario results side-by-side.   All of the Comparison Reports are accessed from the 'Comparison Reports' tab from the left-hand menu. The Prospera Report compares two scenarios in a very client-friendly ...

    • Step 2 - Link your Moneysoft Client to your Prospera Client

      1.      Select the Prospera Client you wish to link to their Moneysoft data.          When you select the client, you will be taken to the 'CLIENT DETAILS' screen. 2.      Click on the dropdown menu below the 'Moneysoft Account' heading and select ...

    • Step 1 - Link your Corporate Moneysoft login to your Prospera Login

      1.      Go to your Prospera Dashboard screen: 2.      Click on 'ADVISER PREFERENCES' from the menu at the top of the screen. 3.      Scroll down the screen to the 'MONEYSOFT ACCOUNT DETAILS' (as indicated by the arrow in the below screenshot).       ...