interVal, a leading software provider for Wealth Firms, Accounting Firms and Financial Institutions with automated insights for SMB clients, has upgraded the “Business Reports” feature to allow advisors to customize and create shorter, streamlined, and more specific reports for their SMB clients. The reimagined reporting feature is now available to interVal users, designed exclusively for advisors to seamlessly present key business insights.
With the updated Business Reports feature, advisors can deliver detailed advice in less time, generating reports that are a “snapshot-in-time” based on the latest Key Metrics and Valuation data, ensuring a clear, structured overview of business performance. With historical insights preserved even as new data is added, advisors can track progress and refine strategic recommendations over time.
Key Features of interVal Business Reports:
- Detailed, Actionable Advice – Easily give your clients a snapshot of where they are and what can be done next.
- Customizable Report Builder – Select and arrange Key Metrics and Valuation data to match client needs.
- Editable Performance Notes – Provide detailed, tailored insights on Key Metric performance.
- Pre-Built Templates – Start quickly with ready-made templates.
- PDF Export – Save and share reports in a professional, client-ready format.
"We redesigned Business Reports to give advisors more control over how they analyze and present key business data. By making the business reports customizable, this feature ensures that advisors can tailor their services to provide the best possible client experience and focus on what matters most," says Trevor Greenway, Co-Founder & CEO at interVal.
The Business Reports update is the continuation in interVal’s mission to empower advisors with actionable insights, helping them guide business owners toward long-term success.
To learn more about how interVal is designed to save time, enhance decision-making capabilities, and provide actionable insights for Accounting Firms, Wealth Management Firms and Financial Institutions, visit www.inter-val.ai.
