FM Advisor "Best Practices"

[paulk]

So, I'm reaching out to any other users of FM advisor who use the product in their investment managment / RIA practices. I'm just trying to get a feel for what FM reports you send out to your clients on a regular basis . I have my list which I'm pretty happy with which includes the Executive Summary as well as a transaction report and performance reports by investment and by asset class.

Anything else your clients ask for/appreciate other than the ones listed?