Swivel

Track production, client activity, referrals, data quality, and more with Swivel Reports.

Reports

View upcoming birthdays by month, verify birthdate information, and plan manual birthday outreach for clients and prospects.

Birthday Report

Identify clients due for an annual review, export review lists, and plan proactive outreach based on product dates.

Annual Reviews Report

Review production, compensable amounts, pending business, and policy activity by advisor, office, or product type.

Sales Report

Search, filter, export, and audit policies and accounts using product details, statuses, dates, institutions, and custom fields

Product Report

Product Summary Total Comparison Report

Portfolio Report

Identify, review, and merge duplicate contacts to improve data quality, reporting accuracy, and CRM performance.

Duplicate Contact Report

Review appointment activity, meeting outcomes, and client engagement by appointment type, status, date range, or event.

Appointments Report

Track referral sources, referred contacts, and referral activity to identify top referrers and strengthen referral relationships.

Referrals Report

Export Data via Reports

Mapped Products Report

Use the Event Performance Report to compare seminars by campaign, agent, venue, office, event type, month, or day of the week. Drill into individual events, customize the metrics you see,…

Event Performance Report

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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