See how the practice is really doing.
Twenty-six reports over your live book, on screen or as Excel. And the documents your clients keep: financial plans, retirement plans, balance-sheet statements and calculator hand-outs, on your letterhead.
26 reports
Twenty-six reports, over the book as it stands today.
Every report reads your live book, so there is nothing to rebuild and nothing to refresh. Client Servicing, RAG Movement by Tier, Lead Follow-ups Due, Onboarding Pipeline, Service Request Ageing, Service Requests by Client, Task Completion and more.
They put a number on the parts of a practice that usually have none: how much of the book is being met and called on its rhythm, which leads are due, who is stuck in onboarding, what is ageing in service requests, and how much of each routine got done this month.
- Twenty-six reports, in one list
- Twenty open to every seat
- Six for owners and admins only: credentials, KYC exceptions, communication compliance, complaints, penalties and the audit trail
Reports · 26
Servicing
Leads & onboarding
Requests & tasks
…and sixteen more.
For the firm, not the client
A servicing review for your partners and your team.
The servicing review turns the state of the book into a document: the trend, what moved since the last one, the red list of clients who have waited too long, and the assets behind them. It is on your letterhead, headed confidential, and it names clients, so it stays inside the firm.
Plan to zero sits beside it. Say how many red clients you will service each month and GrowOn shows the month your whole book turns green. Change the number and the date moves with it.
- Trend, and what moved since the last review
- The red list, and the assets behind it
- Headed confidential, and kept internal
- Plan to zero: the month your book turns green
Servicing review · Q2
Plan to zero · 12 a month
Green by Jan 2027
Plans your clients keep
Documents meant for a client's hands.
The Financial Plan, the Retirement Plan, the Balance Sheet statement and a hand-out from any of the ten calculators are the documents a client takes away. Each one carries your firm's name, your logo, your ARN and your own disclaimer.
The financial plan is saved per client and per review, so you can see what you told someone last time. The balance-sheet statement shows net worth by asset class over time.
- Financial Plan, saved per client and per review
- Retirement Plan
- Balance Sheet: net worth by asset class over time
- Calculator hand-outs from any of ten calculators
Retirement Plan
Prepared for Sunita & Ramesh Iyer
Your firm's own disclaimer prints here, on every page.
Everything to Excel
Take any report into the tool you already use.
Read a report on screen, or download it as Excel or CSV in one click and carry on in your own sheets. Nothing has to be copied out by hand.
The tables across GrowOn export the same way, so the list you are looking at is the list you get.
- One click to Excel or CSV
- Every report, and the tables across GrowOn
- Read on screen when you don't need a file
Lead Follow-ups Due
Instead of
What this replaces
- A month-end spreadsheet built by hand
- Counting overdue clients with a filter
- A plan typed up in Word
- Copying numbers into a client statement
- Asking the team how the month went
Bring your book. We'll show you the list.
Tell us a little about your practice and we'll walk you through GrowOn on your own clients — no slides, no sales deck. Just the product and a straight answer about whether it fits.
A person reads every message. We reply within a few hours — or call +91 86686 59793.