Why is fund manager commentary often late? (And how to fix it)
We take a look at why delayed fund manager commentary happens – and the practical changes to fix the problem.
Read more
Blog
What does "good" client reporting actually require in 2026?
Ask 10 asset managers what “good” client reporting looks like and the answers will mostly agree in outline – accurate, on-time, well branded, appropriately personalised – and mostly disagree in…
Read more
How to avoid last-minute changes to client reports – two practical tips
Last-minute changes to reports disrupt production, delay distribution and create pressure. Here are two tips to help reduce and manage…
Read more
Why do client reports keep generating errors – and how to stop it
Errors in client reports are more common than most firms admit – we look at where reporting errors come from…
Read more
What should I ask before buying a client reporting platform?
Choosing a client reporting platform is a long-term operational commitment – here's what you should ask every vendor before you…
Read more
How to move your investment reporting to the cloud
Read our practical guide to moving investment reporting from spreadsheets or on-premise systems to the cloud – and how to…
Read more
How do asset managers handle reporting for hundreds or thousands of clients?
Here is what changes at when you're reporting for 100s or 1000s of clients – and how you can better…
Read more