On January 31, 2026, EvaluSys rolled out its new reporting infrastructure designed to make EvaluSys reports faster, more visually appealing, and easier to customize. In addition, EvaluSys Release 7.5 extended the option for Advisors to add their own remarks to reports, setting the stage for future use of A.I. capabilities to further personalize reports reflecting the unique situations client businesses are facing.
Improved Report Visuals
High‑quality reports are one of the most powerful tools an advisor can use to elevate the client experience. Clear, well‑structured reporting helps clients understand their progress, the rationale behind recommendations, and the overall impact of their financial or strategic decisions. When information is presented in a visually engaging, intuitive format, clients feel more confident and less overwhelmed—especially when dealing with complex data. This clarity not only improves comprehension but also strengthens trust, as clients can easily see how an advisor's guidance is moving them toward their goals.
Beyond improving understanding, polished and professional reports contribute significantly to overall client satisfaction. Clients perceive high‑quality reporting as a reflection of the advisor’s attention to detail, competence, and commitment to transparency. Better reports also support more productive meetings, enabling advisors to spend less time explaining foundational information and more time engaging in meaningful planning conversations. Ultimately, consistently delivering top‑tier reports helps advisors differentiate themselves, enhance communication, and deepen long‑term client relationships.
Greater Personalization
Personalizing advisory client deliverables is a powerful way to show clients that their needs, priorities, and circumstances are truly understood. When reports, assessments, and plans are tailored to an individual rather than relying on generic templates, the information feels more relevant and meaningful. Clients are far more likely to engage with content that reflects their specific goals and speaks directly to their situation. This personalization makes complex concepts easier to relate to, helping clients grasp not just what an advisor recommends, but why those recommendations matter to them personally.
Customized deliverables also elevate the overall client experience by demonstrating a higher level of care and professionalism. When clients see that materials have been thoughtfully crafted just for them, it reinforces the value of the relationship and builds deeper trust. Tailored content encourages richer conversations, allowing advisors and clients to focus on forward‑looking insights rather than clarifying one‑size‑fits‑all information. Ultimately, delivering personalized materials helps advisors stand out, enhances client satisfaction, and strengthens long‑term loyalty—key ingredients for a thriving advisory practice.
Release 7.5 offers more options to add custom remarks to evaluation reports. In addition, the new reporting infrastructure allows advisors to export report content to Microsoft Word (DOCX), offering unlimited editing capabilities for complete personalization and styling options.