Report production

Client and fund reports are produced by our system to your precise requirements in terms of content, layout and branding. Our production process is highly automated and includes the following activities:

  • Automated data ingestion and validation
  • Regular report scheduling or run-now options
  • Automated production, with email prompts and reminders sent automatically
  • Management dashboards to display progress and highlight delays at a glance
  • Dynamic report templates that flex automatically depending on the client, fund and data
  • Report review and approval
  • Automated distribution of reports and content
  • Flexible and powerful report search and retrieval from the secure document library

Our reports are content ‘aware’, so in the event there are any changes to data, text, commentary or schedules within the pack, the system will automatically update and re-render the report for your review. A full audit trail is automatically created and updated for you.

Fund reports and client reports

We have report templates that are branded and configured to exactly suit your funds’ and clients’ requirements. The reports may be automatically produced in multiple languages for multiple countries and jurisdictions. Integrated commentary management in the report production process enables the creation and publishing of highly personalised reports.

Production dashboards

Powerful, yet simple to operate, user dashboards allow set-up, monitoring and control over the entire reporting process, where users generate, review, publish and distribute reports and content. Standard workflows, out-of-the-box processes and controls all ensure consistent and accurate report production, which is reinforced by a full audit trail.