The Advisor Template Assignment Report provides a detailed view of each advisor’s template assignments.

It displays the number of Advisor Templates each advisor is assigned to, whether as a primary or secondary team member, and the number of contacts they serve as a primary advisor.

Admins can click through to view all the templates where the advisor is listed as primary or secondary. The report can be exported for further analysis or record-keeping.

Monitoring Advisor Involvement
Admins can use the report to track how many templates each advisor is actively involved in, offering a quick snapshot of advisor engagement.

Client Coverage Tracking
The report shows how many contacts each advisor serves as a primary, helping ensure that clients are appropriately assigned to advisors.